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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 | $23,411 | $59,456-60.6% | $93,681-75.0% | $74,400-68.5% |
| Participation rate | 62.7% | 59.6%+3.0pp | 68.7%-6.0pp | 67.2%-4.5pp |
| Annual return | 10.85% | 82.00%-71.2pp | 133.47%-122.6pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,125 | $3,052-30.4% | $4,415-51.9% | $4,348-51.1% |
| Admin fee / account holder | $2,900 | $3,026-4.2% | $8,290-65.0% | $1,944+49.2% |