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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 | $8,366 | $60,128-86.1% | $90,440-90.8% | $79,852-89.5% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 25.51% | 71.95%-46.4pp | 1294.38%-1268.9pp | 31.72%-6.2pp |
| Employer contribution / active EE | $1,432 | $2,068-30.8% | $3,263-56.1% | $2,471-42.0% |
| Participant deferral / active EE | $2,942 | $2,939+0.1% | $3,964-25.8% | $3,740-21.4% |
| Admin fee / account holder | $1,558 | $3,977-60.8% | $5,615-72.3% | $5,306-70.6% |