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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 | $12,663 | $72,177-82.5% | $115,038-89.0% | $59,633-78.8% |
| Participation rate | 54.0% | 72.6%-18.6pp | 81.4%-27.4pp | 68.7%-14.7pp |
| Annual return | 91.67% | 12.02%+79.6pp | 26.14%+65.5pp | 2041.45%-1949.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,798 | $4,783+21.2% | $6,026-3.8% | $3,192+81.6% |
| Admin fee / account holder | $416 | $4,927-91.5% | $8,175-94.9% | $4,297-90.3% |