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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 | $13,751 | $69,708-80.3% | $67,560-79.6% | $74,478-81.5% |
| Participation rate | 42.1% | 71.4%-29.4pp | 72.9%-30.9pp | 67.2%-25.2pp |
| Annual return | 19.81% | -40.67%+60.5pp | 3533.50%-3513.7pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $978 | $2,715-64.0% | $2,737-64.3% | $2,626-62.8% |
| Participant deferral / active EE | $1,218 | $3,637-66.5% | $4,004-69.6% | $4,350-72.0% |
| Admin fee / account holder | $1,503 | $887+69.4% | $3,994-62.4% | $1,946-22.8% |