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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 | $22,661 | $105,200-78.5% | $159,474-85.8% | $85,847-73.6% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.8%-38.8pp | 69.3%-25.3pp |
| Annual return | 22.67% | 45.08%-22.4pp | 263.68%-241.0pp | 318.61%-295.9pp |
| Employer contribution / active EE | $1,480 | $3,319-55.4% | $4,831-69.4% | $2,565-42.3% |
| Participant deferral / active EE | $3,761 | $5,946-36.7% | $7,353-48.9% | $3,952-4.8% |
| Admin fee / account holder | $4,428 | $6,934-36.1% | $10,802-59.0% | $6,261-29.3% |