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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 | $18,753 | $118,708-84.2% | $98,920-81.0% | $158,966-88.2% |
| Participation rate | 47.1% | 77.8%-30.8pp | 76.0%-29.0pp | 82.0%-34.9pp |
| Annual return | 32.38% | 372.49%-340.1pp | 196.47%-164.1pp | 302.95%-270.6pp |
| Employer contribution / active EE | $1,257 | $3,334-62.3% | $2,689-53.3% | $4,762-73.6% |
| Participant deferral / active EE | $3,735 | $5,089-26.6% | $4,245-12.0% | $5,983-37.6% |
| Admin fee / account holder | $2,565 | $10,134-74.7% | $6,643-61.4% | $11,250-77.2% |