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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 | $15,562 | $85,766-81.9% | $136,298-88.6% | $70,126-77.8% |
| Participation rate | 64.2% | 74.2%-10.0pp | 81.9%-17.7pp | 69.5%-5.3pp |
| Annual return | 56.20% | 31.46%+24.7pp | 5156.27%-5100.1pp | 73.15%-16.9pp |
| Employer contribution / active EE | $1,720 | $2,966-42.0% | $4,696-63.4% | $2,343-26.6% |
| Participant deferral / active EE | $3,359 | $5,051-33.5% | $6,247-46.2% | $3,332+0.8% |
| Admin fee / account holder | $887 | $5,421-83.6% | $9,244-90.4% | $4,645-80.9% |