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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 | $22,291 | $79,209-71.9% | $102,434-78.2% | $74,459-70.1% |
| Participation rate | 64.8% | 74.8%-10.0pp | 76.5%-11.7pp | 67.2%-2.5pp |
| Annual return | 130736.29% | 54.98%+130681.3pp | 29.46%+130706.8pp | 1369.70%+129366.6pp |
| Employer contribution / active EE | $1,115 | $2,362-52.8% | $3,023-63.1% | $2,626-57.5% |
| Participant deferral / active EE | $2,351 | $4,417-46.8% | $5,055-53.5% | $4,350-46.0% |
| Admin fee / account holder | $2,969 | $2,002+48.3% | $9,462-68.6% | $1,945+52.7% |