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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 | $16,312 | $54,729-70.2% | $86,235-81.1% | $71,529-77.2% |
| Participation rate | 36.3% | 60.1%-23.8pp | 69.0%-32.7pp | 67.9%-31.6pp |
| Annual return | 99.29% | 20.07%+79.2pp | 1170.03%-1070.7pp | 28.97%+70.3pp |
| Employer contribution / active EE | $1,146 | $1,267-9.6% | $2,381-51.9% | $2,590-55.8% |
| Participant deferral / active EE | $1,789 | $3,110-42.5% | $3,987-55.1% | $4,291-58.3% |
| Admin fee / account holder | $979 | $1,921-49.1% | $6,856-85.7% | $1,588-38.4% |