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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 | $22,877 | $85,766-73.3% | $136,298-83.2% | $70,126-67.4% |
| Participation rate | 39.3% | 74.2%-34.8pp | 81.9%-42.6pp | 69.5%-30.2pp |
| Annual return | 53.15% | 31.46%+21.7pp | 5156.27%-5103.1pp | 73.15%-20.0pp |
| Employer contribution / active EE | $3,341 | $2,966+12.7% | $4,696-28.8% | $2,343+42.6% |
| Participant deferral / active EE | $5,497 | $5,051+8.8% | $6,247-12.0% | $3,332+65.0% |
| Admin fee / account holder | $2,682 | $5,421-50.5% | $9,244-71.0% | $4,645-42.3% |