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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 | $69,708-70.9% | $67,560-70.0% | $74,478-72.8% |
| Participation rate | 57.7% | 71.4%-13.7pp | 72.9%-15.2pp | 67.2%-9.5pp |
| Annual return | 12.54% | -40.67%+53.2pp | 3533.50%-3521.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,051 | $2,715-61.3% | $2,737-61.6% | $2,626-60.0% |
| Participant deferral / active EE | $1,545 | $3,637-57.5% | $4,004-61.4% | $4,350-64.5% |
| Admin fee / account holder | $1,371 | $887+54.6% | $3,994-65.7% | $1,946-29.5% |