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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 | $26,348 | $78,705-66.5% | $117,857-77.6% | $70,131-62.4% |
| Participation rate | 66.2% | 73.2%-7.0pp | 79.7%-13.4pp | 69.5%-3.3pp |
| Annual return | 2136.19% | 23.30%+2112.9pp | 335.09%+1801.1pp | 73.14%+2063.0pp |
| Employer contribution / active EE | $1,295 | $2,223-41.8% | $3,786-65.8% | $2,342-44.7% |
| Participant deferral / active EE | $2,190 | $3,297-33.6% | $4,482-51.1% | $3,332-34.3% |
| Admin fee / account holder | $2,606 | $5,065-48.6% | $8,020-67.5% | $4,645-43.9% |