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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 | $19,087 | $105,210-81.9% | $159,487-88.0% | $85,851-77.8% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.8%-34.4pp | 69.3%-20.9pp |
| Annual return | 47.71% | 45.08%+2.6pp | 263.71%-216.0pp | 318.63%-270.9pp |
| Employer contribution / active EE | $3,315 | $3,319-0.1% | $4,831-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $5,815 | $5,946-2.2% | $7,354-20.9% | $3,952+47.1% |
| Admin fee / account holder | $3,814 | $6,934-45.0% | $10,804-64.7% | $6,261-39.1% |