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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 | $18,122 | $85,766-78.9% | $136,298-86.7% | $70,126-74.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 81.9%-41.1pp | 69.5%-28.7pp |
| Annual return | 64.52% | 31.46%+33.1pp | 5156.27%-5091.7pp | 73.15%-8.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,361 | $5,051+25.9% | $6,247+1.8% | $3,332+90.9% |
| Admin fee / account holder | $1,871 | $5,421-65.5% | $9,244-79.8% | $4,645-59.7% |