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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 | $18,319 | $78,705-76.7% | $117,857-84.5% | $70,131-73.9% |
| Participation rate | 63.3% | 73.2%-9.9pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 64.97% | 23.30%+41.7pp | 335.09%-270.1pp | 73.14%-8.2pp |
| Employer contribution / active EE | $2,189 | $2,223-1.5% | $3,786-42.2% | $2,342-6.5% |
| Participant deferral / active EE | $3,960 | $3,297+20.1% | $4,482-11.6% | $3,332+18.9% |
| Admin fee / account holder | $1,632 | $5,065-67.8% | $8,020-79.6% | $4,645-64.9% |