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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 | $2,840 | $183,516-98.5% | $155,534-98.2% | $145,884-98.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.47% | 61.43%-48.0pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,191 | $5,315-58.8% | $4,675-53.1% | $4,662-53.0% |
| Participant deferral / active EE | $2,841 | $6,467-56.1% | $5,630-49.5% | $6,690-57.5% |
| Admin fee / account holder | $54,847 | $19,293+184.3% | $15,900+245.0% | $13,392+309.6% |