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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 | $20,224 | $165,939-87.8% | $122,354-83.5% | $147,586-86.3% |
| Participation rate | 9.1% | 79.6%-70.5pp | 71.6%-62.5pp | 82.8%-73.7pp |
| Annual return | 113.12% | 34.56%+78.6pp | 30.28%+82.8pp | 578.59%-465.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,750 | $4,005-56.3% | $3,287-46.8% | $5,439-67.8% |
| Admin fee / account holder | $1,940 | $7,425-73.9% | $5,479-64.6% | $10,886-82.2% |