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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 | $21,266 | $165,381-87.1% | $149,730-85.8% | $158,966-86.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 37.73% | 348.29%-310.6pp | 276.70%-239.0pp | 302.95%-265.2pp |
| Employer contribution / active EE | $2,414 | $5,104-52.7% | $4,645-48.0% | $4,762-49.3% |
| Participant deferral / active EE | $5,955 | $7,182-17.1% | $6,843-13.0% | $5,983-0.5% |
| Admin fee / account holder | $3,153 | $10,809-70.8% | $9,310-66.1% | $11,250-72.0% |