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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 | $27,249 | $78,636-65.3% | $105,607-74.2% | $74,459-63.4% |
| Participation rate | 45.6% | 72.8%-27.2pp | 75.3%-29.7pp | 67.2%-21.7pp |
| Annual return | 74.25% | 15.96%+58.3pp | 116.11%-41.9pp | 1369.70%-1295.5pp |
| Employer contribution / active EE | $1,585 | $2,523-37.2% | $3,167-50.0% | $2,626-39.6% |
| Participant deferral / active EE | $3,987 | $4,322-7.7% | $5,011-20.4% | $4,350-8.3% |
| Admin fee / account holder | $1,601 | $2,220-27.9% | $10,958-85.4% | $1,945-17.7% |