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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 | $15,514 | $198,457-92.2% | $170,435-90.9% | $147,586-89.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.61% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $2,730 | $6,183-55.9% | $5,432-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $4,064 | $5,629-27.8% | $4,939-17.7% | $5,439-25.3% |
| Admin fee / account holder | $16,362 | $16,852-2.9% | $13,881+17.9% | $10,886+50.3% |