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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 | $21,536 | $80,753-73.3% | $136,297-84.2% | $62,293-65.4% |
| Participation rate | 49.2% | 73.5%-24.3pp | 81.9%-32.7pp | 69.5%-20.3pp |
| Annual return | 69.21% | 35.83%+33.4pp | 5156.19%-5087.0pp | 28.90%+40.3pp |
| Employer contribution / active EE | $3,212 | $2,884+11.4% | $4,696-31.6% | $2,042+57.3% |
| Participant deferral / active EE | $3,534 | $5,164-31.6% | $6,247-43.4% | $3,169+11.5% |
| Admin fee / account holder | $2,230 | $525+324.5% | $9,244-75.9% | $479+365.3% |