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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 | $9,052 | $183,516-95.1% | $155,534-94.2% | $145,884-93.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 242.16% | 61.43%+180.7pp | 64.92%+177.2pp | 551.85%-309.7pp |
| Employer contribution / active EE | $1,459 | $5,315-72.6% | $4,675-68.8% | $4,662-68.7% |
| Participant deferral / active EE | $3,562 | $6,467-44.9% | $5,630-36.7% | $6,690-46.8% |
| Admin fee / account holder | $364 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |