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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 | $101,653-71.7% | $147,080-80.4% | $74,459-61.4% |
| Participation rate | 51.1% | 75.6%-24.4pp | 82.2%-31.1pp | 67.2%-16.1pp |
| Annual return | 18.53% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $2,026 | $3,813-46.9% | $4,933-58.9% | $2,626-22.8% |
| Participant deferral / active EE | $3,121 | $7,304-57.3% | $8,066-61.3% | $4,350-28.2% |
| Admin fee / account holder | $1,736 | $1,752-0.9% | $12,989-86.6% | $1,945-10.7% |