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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 | $31,874 | $101,672-68.7% | $147,117-78.3% | $74,478-57.2% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.7pp | 67.2%-26.7pp |
| Annual return | 45.05% | 8757.83%-8712.8pp | 420.54%-375.5pp | 1370.56%-1325.5pp |
| Employer contribution / active EE | $2,008 | $3,813-47.3% | $4,932-59.3% | $2,626-23.6% |
| Participant deferral / active EE | $4,102 | $7,305-43.8% | $8,065-49.1% | $4,350-5.7% |
| Admin fee / account holder | $4,192 | $1,753+139.1% | $12,993-67.7% | $1,946+115.4% |