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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 | $18,444 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 80.76% | 31.46%+49.3pp | 5156.27%-5075.5pp | 73.15%+7.6pp |
| Employer contribution / active EE | $1,511 | $2,966-49.1% | $4,696-67.8% | $2,343-35.5% |
| Participant deferral / active EE | $2,642 | $5,051-47.7% | $6,247-57.7% | $3,332-20.7% |
| Admin fee / account holder | $723 | $5,421-86.7% | $9,244-92.2% | $4,645-84.4% |