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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 | $69,774-81.0% | $67,575-80.4% | $74,459-82.2% |
| Participation rate | 61.1% | 71.4%-10.3pp | 72.9%-11.8pp | 67.2%-6.1pp |
| Annual return | 13.52% | -40.53%+54.1pp | 3528.98%-3515.5pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,152 | $2,710-57.5% | $2,736-57.9% | $2,626-56.1% |
| Participant deferral / active EE | $1,725 | $3,636-52.5% | $4,003-56.9% | $4,350-60.3% |
| Admin fee / account holder | $2,364 | $890+165.7% | $3,993-40.8% | $1,945+21.5% |