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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 | $69,774-80.3% | $67,561-79.6% | $74,429-81.5% |
| Participation rate | 42.1% | 71.4%-29.3pp | 72.9%-30.8pp | 67.2%-25.2pp |
| Annual return | 19.81% | -40.53%+60.3pp | 3525.44%-3505.6pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $978 | $2,710-63.9% | $2,735-64.2% | $2,625-62.8% |
| Participant deferral / active EE | $1,218 | $3,636-66.5% | $4,003-69.6% | $4,348-72.0% |
| Admin fee / account holder | $1,503 | $890+68.9% | $4,006-62.5% | $1,944-22.7% |