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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 | $16,045 | $50,637-68.3% | $86,582-81.5% | $62,293-74.2% |
| Participation rate | 42.7% | 67.9%-25.2pp | 73.5%-30.8pp | 69.5%-26.8pp |
| Annual return | 134.26% | 20.80%+113.5pp | 965.08%-830.8pp | 28.90%+105.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,907 | $2,611+49.6% | $3,609+8.3% | $3,169+23.3% |
| Admin fee / account holder | $949 | $413+129.6% | $4,904-80.7% | $479+98.0% |