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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 | $12,848 | $106,003-87.9% | $92,236-86.1% | $147,585-91.3% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 18.76% | 50.05%-31.3pp | 176.29%-157.5pp | 578.57%-559.8pp |
| Employer contribution / active EE | $1,259 | $4,333-70.9% | $3,679-65.8% | $4,876-74.2% |
| Participant deferral / active EE | $2,578 | $4,478-42.4% | $3,897-33.8% | $5,439-52.6% |
| Admin fee / account holder | $2,820 | $6,333-55.5% | $5,194-45.7% | $10,885-74.1% |