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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 | $18,219 | $144,130-87.4% | $117,860-84.5% | $147,585-87.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.70% | 531.20%-514.5pp | 335.10%-318.4pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,694 | $4,897-65.4% | $3,786-55.3% | $4,876-65.3% |
| Participant deferral / active EE | $2,330 | $5,316-56.2% | $4,482-48.0% | $5,439-57.2% |
| Admin fee / account holder | $4,741 | $10,887-56.4% | $8,021-40.9% | $10,886-56.4% |