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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 | $13,269 | $69,708-81.0% | $67,560-80.4% | $74,478-82.2% |
| Participation rate | 61.1% | 71.4%-10.3pp | 72.9%-11.9pp | 67.2%-6.1pp |
| Annual return | 13.52% | -40.67%+54.2pp | 3533.50%-3520.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,152 | $2,715-57.6% | $2,737-57.9% | $2,626-56.1% |
| Participant deferral / active EE | $1,725 | $3,637-52.6% | $4,004-56.9% | $4,350-60.3% |
| Admin fee / account holder | $2,364 | $887+166.5% | $3,994-40.8% | $1,946+21.5% |