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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 | $13,086 | $65,555-80.0% | $86,216-84.8% | $75,173-82.6% |
| Participation rate | 44.6% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.6pp |
| Annual return | 13.32% | 46.07%-32.8pp | 1169.42%-1156.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,418 | $1,553-8.7% | $2,382-40.5% | $2,671-46.9% |
| Participant deferral / active EE | $1,937 | $3,023-35.9% | $3,986-51.4% | $4,126-53.1% |
| Admin fee / account holder | $9,939 | $5,469+81.7% | $6,853+45.0% | $5,651+75.9% |