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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 | $6,965 | $117,846-94.1% | $102,434-93.2% | $145,884-95.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 442.92% | 31.90%+411.0pp | 29.46%+413.5pp | 551.85%-108.9pp |
| Employer contribution / active EE | $1,432 | $3,615-60.4% | $3,023-52.6% | $4,662-69.3% |
| Participant deferral / active EE | $3,308 | $5,733-42.3% | $5,055-34.6% | $6,690-50.5% |
| Admin fee / account holder | $7,080 | $13,356-47.0% | $9,462-25.2% | $13,392-47.1% |