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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 | $32,404 | $198,457-83.7% | $170,435-81.0% | $147,586-78.0% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 15.83% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,151 | $6,183-49.0% | $5,432-42.0% | $4,876-35.4% |
| Participant deferral / active EE | $2,991 | $5,629-46.9% | $4,939-39.4% | $5,439-45.0% |
| Admin fee / account holder | $6,106 | $16,852-63.8% | $13,881-56.0% | $10,886-43.9% |