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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 | $17,927 | $69,774-74.3% | $67,575-73.5% | $74,459-75.9% |
| Participation rate | 44.3% | 71.4%-27.1pp | 72.9%-28.6pp | 67.2%-22.9pp |
| Annual return | 26.64% | -40.53%+67.2pp | 3528.98%-3502.3pp | 1369.70%-1343.1pp |
| Employer contribution / active EE | $722 | $2,710-73.4% | $2,736-73.6% | $2,626-72.5% |
| Participant deferral / active EE | $1,543 | $3,636-57.6% | $4,003-61.5% | $4,350-64.5% |
| Admin fee / account holder | $1,862 | $890+109.3% | $3,993-53.4% | $1,945-4.2% |