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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 | $14,185 | $56,197-74.8% | $67,652-79.0% | $59,633-76.2% |
| Participation rate | 55.3% | 71.5%-16.2pp | 75.7%-20.4pp | 68.7%-13.4pp |
| Annual return | 72.20% | 18508.10%-18435.9pp | 6625.40%-6553.2pp | 2041.45%-1969.3pp |
| Employer contribution / active EE | $711 | $1,615-56.0% | $2,266-68.6% | $2,203-67.7% |
| Participant deferral / active EE | $1,696 | $2,844-40.4% | $3,560-52.4% | $3,192-46.9% |
| Admin fee / account holder | $771 | $3,958-80.5% | $4,821-84.0% | $4,297-82.1% |