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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 | $17,889 | $69,774-74.4% | $67,575-73.5% | $74,459-76.0% |
| Participation rate | 38.0% | 71.4%-33.4pp | 72.9%-34.9pp | 67.2%-29.2pp |
| Annual return | 13.84% | -40.53%+54.4pp | 3528.98%-3515.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $864 | $2,710-68.1% | $2,736-68.4% | $2,626-67.1% |
| Participant deferral / active EE | $1,773 | $3,636-51.2% | $4,003-55.7% | $4,350-59.2% |
| Admin fee / account holder | $6,235 | $890+600.7% | $3,993+56.1% | $1,945+220.6% |