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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 | $20,272 | $69,774-70.9% | $67,561-70.0% | $74,429-72.8% |
| Participation rate | 57.7% | 71.4%-13.6pp | 72.9%-15.2pp | 67.2%-9.5pp |
| Annual return | 12.54% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,051 | $2,710-61.2% | $2,735-61.6% | $2,625-60.0% |
| Participant deferral / active EE | $1,545 | $3,636-57.5% | $4,003-61.4% | $4,348-64.5% |
| Admin fee / account holder | $1,371 | $890+54.1% | $4,006-65.8% | $1,944-29.5% |