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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 | $22,472 | $183,978-87.8% | $162,171-86.1% | $152,885-85.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 17.35% | 150.78%-133.4pp | 115.60%-98.3pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,802 | $6,370-71.7% | $5,613-67.9% | $4,763-62.2% |
| Participant deferral / active EE | $3,186 | $8,033-60.3% | $7,297-56.3% | $5,851-45.5% |
| Admin fee / account holder | $46,573 | $13,122+254.9% | $10,843+329.5% | $11,598+301.6% |