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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 | $29,885 | $184,000-83.8% | $162,185-81.6% | $152,909-80.5% |
| Participation rate | 31.6% | 88.5%-56.9pp | 87.6%-56.0pp | 82.5%-50.9pp |
| Annual return | 20.12% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.3pp |
| Employer contribution / active EE | $3,056 | $6,370-52.0% | $5,613-45.6% | $4,764-35.8% |
| Participant deferral / active EE | $4,792 | $8,033-40.3% | $7,297-34.3% | $5,851-18.1% |
| Admin fee / account holder | $9,951 | $13,124-24.2% | $10,844-8.2% | $11,601-14.2% |