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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 | $37,383 | $227,399-83.6% | $189,758-80.3% | $198,609-81.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 4.44% | 61.03%-56.6pp | 52.62%-48.2pp | 202.70%-198.3pp |
| Employer contribution / active EE | $6,031 | $5,526+9.1% | $4,767+26.5% | $5,055+19.3% |
| Participant deferral / active EE | $6,283 | $6,837-8.1% | $5,856+7.3% | $6,977-10.0% |
| Admin fee / account holder | $84,477 | $25,162+235.7% | $20,388+314.3% | $19,030+343.9% |