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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 | $18,010 | $176,077-89.8% | $159,455-88.7% | $167,518-89.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 42.95% | 331.83%-288.9pp | 263.63%-220.7pp | 478.71%-435.8pp |
| Employer contribution / active EE | $4,393 | $5,298-17.1% | $4,830-9.1% | $4,838-9.2% |
| Participant deferral / active EE | $4,393 | $7,751-43.3% | $7,353-40.3% | $6,342-30.7% |
| Admin fee / account holder | $5,235 | $12,556-58.3% | $10,800-51.5% | $12,312-57.5% |