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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 | $21,694 | $226,105-90.4% | $182,540-88.1% | $152,897-85.8% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.0%-36.8pp | 82.5%-41.3pp |
| Annual return | 23.90% | 192.58%-168.7pp | 148.58%-124.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,837 | $4,978-43.0% | $4,076-30.4% | $4,764-40.4% |
| Participant deferral / active EE | $4,351 | $6,370-31.7% | $5,525-21.3% | $5,851-25.6% |
| Admin fee / account holder | $4,482 | $10,706-58.1% | $8,593-47.8% | $11,599-61.4% |