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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 | $19,913 | $96,731-79.4% | $123,973-83.9% | $86,983-77.1% |
| Participation rate | 28.4% | 70.0%-41.7pp | 76.7%-48.3pp | 69.5%-41.2pp |
| Annual return | 132.84% | 17.33%+115.5pp | 388.13%-255.3pp | 25.83%+107.0pp |
| Employer contribution / active EE | $1,175 | $3,297-64.4% | $4,126-71.5% | $2,584-54.5% |
| Participant deferral / active EE | $2,013 | $4,152-51.5% | $5,247-61.6% | $4,194-52.0% |
| Admin fee / account holder | $1,732 | $8,722-80.1% | $11,799-85.3% | $7,856-78.0% |