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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 | $17,454 | $112,933-84.5% | $90,970-80.8% | $158,982-89.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 28.72% | 215.82%-187.1pp | 134.60%-105.9pp | 302.99%-274.3pp |
| Employer contribution / active EE | $1,383 | $2,893-52.2% | $2,122-34.8% | $4,763-71.0% |
| Participant deferral / active EE | $2,161 | $4,128-47.7% | $3,373-35.9% | $5,983-63.9% |
| Admin fee / account holder | $592 | $8,047-92.6% | $5,961-90.1% | $11,252-94.7% |