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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 | $21,047 | $165,381-87.3% | $149,730-85.9% | $158,966-86.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 34.70% | 348.29%-313.6pp | 276.70%-242.0pp | 302.95%-268.3pp |
| Employer contribution / active EE | $1,391 | $5,104-72.8% | $4,645-70.1% | $4,762-70.8% |
| Participant deferral / active EE | $2,425 | $7,182-66.2% | $6,843-64.6% | $5,983-59.5% |
| Admin fee / account holder | $1,450 | $10,809-86.6% | $9,310-84.4% | $11,250-87.1% |