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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 | $28,696 | $202,342-85.8% | $172,752-83.4% | $152,897-81.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 27.12% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,545 | $5,858-73.6% | $5,144-70.0% | $4,764-67.6% |
| Participant deferral / active EE | $3,393 | $5,948-43.0% | $5,198-34.7% | $5,851-42.0% |
| Admin fee / account holder | $1,539 | $17,111-91.0% | $13,955-89.0% | $11,599-86.7% |