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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 | $13,068 | $85,766-84.8% | $136,298-90.4% | $70,126-81.4% |
| Participation rate | 41.1% | 74.2%-33.1pp | 81.9%-40.8pp | 69.5%-28.5pp |
| Annual return | 719.31% | 31.46%+687.9pp | 5156.27%-4437.0pp | 73.15%+646.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,735 | $5,051-6.3% | $6,247-24.2% | $3,332+42.1% |
| Admin fee / account holder | $852 | $5,421-84.3% | $9,244-90.8% | $4,645-81.7% |