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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 | $22,655 | $85,766-73.6% | $136,298-83.4% | $70,126-67.7% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 53.28% | 31.46%+21.8pp | 5156.27%-5103.0pp | 73.15%-19.9pp |
| Employer contribution / active EE | $1,981 | $2,966-33.2% | $4,696-57.8% | $2,343-15.4% |
| Participant deferral / active EE | $4,010 | $5,051-20.6% | $6,247-35.8% | $3,332+20.4% |
| Admin fee / account holder | $3,209 | $5,421-40.8% | $9,244-65.3% | $4,645-30.9% |