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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 | $32,579 | $198,457-83.6% | $170,435-80.9% | $147,586-77.9% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 12.06% | 257.30%-245.2pp | 205.94%-193.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,315 | $6,183-78.7% | $5,432-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $3,219 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $4,190 | $16,852-75.1% | $13,881-69.8% | $10,886-61.5% |