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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 | $101,591-68.6% | $147,096-78.3% | $74,429-57.2% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.7pp | 67.2%-26.7pp |
| Annual return | 45.05% | 8746.45%-8701.4pp | 419.75%-374.7pp | 1368.38%-1323.3pp |
| Employer contribution / active EE | $2,008 | $3,813-47.3% | $4,936-59.3% | $2,625-23.5% |
| Participant deferral / active EE | $4,102 | $7,302-43.8% | $8,071-49.2% | $4,348-5.7% |
| Admin fee / account holder | $4,192 | $1,750+139.5% | $13,005-67.8% | $1,944+115.6% |