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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 | $14,420 | $85,766-83.2% | $136,295-89.4% | $70,131-79.4% |
| Participation rate | 54.8% | 74.2%-19.4pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 61.38% | 31.45%+29.9pp | 5155.97%-5094.6pp | 73.14%-11.8pp |
| Employer contribution / active EE | $1,696 | $2,966-42.8% | $4,695-63.9% | $2,342-27.6% |
| Participant deferral / active EE | $2,871 | $5,051-43.2% | $6,247-54.0% | $3,332-13.8% |
| Admin fee / account holder | $2,688 | $5,420-50.4% | $9,243-70.9% | $4,645-42.1% |