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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 | $31,731 | $101,653-68.8% | $147,080-78.4% | $74,459-57.4% |
| Participation rate | 50.9% | 75.6%-24.7pp | 82.2%-31.3pp | 67.2%-16.4pp |
| Annual return | 32.17% | 8754.98%-8722.8pp | 420.17%-388.0pp | 1369.70%-1337.5pp |
| Employer contribution / active EE | $1,762 | $3,813-53.8% | $4,933-64.3% | $2,626-32.9% |
| Participant deferral / active EE | $3,843 | $7,304-47.4% | $8,066-52.4% | $4,350-11.6% |
| Admin fee / account holder | $2,652 | $1,752+51.4% | $12,989-79.6% | $1,945+36.4% |