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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 | $29,265 | $144,130-79.7% | $117,861-75.2% | $147,586-80.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.37% | 531.20%-508.8pp | 335.11%-312.7pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,333 | $4,897-72.8% | $3,786-64.8% | $4,876-72.7% |
| Participant deferral / active EE | $1,750 | $5,316-67.1% | $4,482-61.0% | $5,439-67.8% |
| Admin fee / account holder | $1,646 | $10,887-84.9% | $8,021-79.5% | $10,886-84.9% |