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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 | $22,064 | $144,130-84.7% | $117,861-81.3% | $147,586-85.0% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 21.05% | 531.20%-510.1pp | 335.11%-314.1pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,936 | $4,897-60.5% | $3,786-48.9% | $4,876-60.3% |
| Participant deferral / active EE | $2,620 | $5,316-50.7% | $4,482-41.5% | $5,439-51.8% |
| Admin fee / account holder | $483 | $10,887-95.6% | $8,021-94.0% | $10,886-95.6% |