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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 | $15,337 | $85,766-82.1% | $136,298-88.7% | $70,126-78.1% |
| Participation rate | 57.8% | 74.2%-16.4pp | 81.9%-24.1pp | 69.5%-11.8pp |
| Annual return | 46.42% | 31.46%+15.0pp | 5156.27%-5109.8pp | 73.15%-26.7pp |
| Employer contribution / active EE | $765 | $2,966-74.2% | $4,696-83.7% | $2,343-67.3% |
| Participant deferral / active EE | $2,692 | $5,051-46.7% | $6,247-56.9% | $3,332-19.2% |
| Admin fee / account holder | $504 | $5,421-90.7% | $9,244-94.5% | $4,645-89.1% |