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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 | $19,913 | $93,345-78.7% | $119,126-83.3% | $87,485-77.2% |
| Participation rate | 28.4% | 68.7%-40.4pp | 75.8%-47.4pp | 68.9%-40.6pp |
| Annual return | 132.84% | 19.08%+113.8pp | 282.11%-149.3pp | 26.06%+106.8pp |
| Employer contribution / active EE | $1,175 | $3,172-62.9% | $4,034-70.9% | $2,596-54.7% |
| Participant deferral / active EE | $2,013 | $4,099-50.9% | $5,318-62.1% | $4,274-52.9% |
| Admin fee / account holder | $1,732 | $8,039-78.5% | $10,693-83.8% | $7,775-77.7% |