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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 | $28,776 | $101,591-71.7% | $147,096-80.4% | $74,429-61.3% |
| Participation rate | 51.1% | 75.5%-24.4pp | 82.2%-31.1pp | 67.2%-16.1pp |
| Annual return | 18.53% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $2,026 | $3,813-46.9% | $4,936-59.0% | $2,625-22.8% |
| Participant deferral / active EE | $3,121 | $7,302-57.3% | $8,071-61.3% | $4,348-28.2% |
| Admin fee / account holder | $1,736 | $1,750-0.8% | $13,005-86.7% | $1,944-10.7% |