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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,973 | $65,566-86.3% | $86,200-89.6% | $75,173-88.1% |
| Participation rate | 52.9% | 60.5%-7.5pp | 69.0%-16.0pp | 67.2%-14.3pp |
| Annual return | 70.01% | 46.06%+24.0pp | 1168.58%-1098.6pp | 160.65%-90.6pp |
| Employer contribution / active EE | $380 | $1,553-75.5% | $2,381-84.0% | $2,670-85.8% |
| Participant deferral / active EE | $1,877 | $3,024-37.9% | $3,986-52.9% | $4,126-54.5% |
| Admin fee / account holder | $4,589 | $5,475-16.2% | $6,853-33.0% | $5,651-18.8% |