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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 | $13,334 | $68,394-80.5% | $94,672-85.9% | $75,177-82.3% |
| Participation rate | 44.0% | 76.1%-32.1pp | 80.8%-36.8pp | 67.2%-23.2pp |
| Annual return | 37.72% | 616.92%-579.2pp | 156.89%-119.2pp | 160.75%-123.0pp |
| Employer contribution / active EE | $2,725 | $2,701+0.9% | $3,673-25.8% | $2,671+2.0% |
| Participant deferral / active EE | $3,701 | $6,536-43.4% | $7,417-50.1% | $4,126-10.3% |
| Admin fee / account holder | $1,188 | $5,326-77.7% | $7,222-83.6% | $5,651-79.0% |