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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 | $22,632 | $85,766-73.6% | $136,297-83.4% | $70,124-67.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 63.97% | 31.45%+32.5pp | 5156.19%-5092.2pp | 73.14%-9.2pp |
| Employer contribution / active EE | $2,275 | $2,966-23.3% | $4,696-51.5% | $2,342-2.9% |
| Participant deferral / active EE | $3,943 | $5,051-21.9% | $6,247-36.9% | $3,332+18.3% |
| Admin fee / account holder | $1,007 | $5,420-81.4% | $9,244-89.1% | $4,645-78.3% |