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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 | $14,462 | $85,766-83.1% | $136,298-89.4% | $70,126-79.4% |
| Participation rate | 48.2% | 74.2%-26.0pp | 81.9%-33.7pp | 69.5%-21.3pp |
| Annual return | 35.55% | 31.46%+4.1pp | 5156.27%-5120.7pp | 73.15%-37.6pp |
| Employer contribution / active EE | $5,668 | $2,966+91.1% | $4,696+20.7% | $2,343+142.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $672 | $5,421-87.6% | $9,244-92.7% | $4,645-85.5% |