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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 | $25,816 | $183,988-86.0% | $162,177-84.1% | $152,897-83.1% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.5%-27.5pp |
| Annual return | 24.97% | 150.79%-125.8pp | 115.60%-90.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,406 | $6,370-77.9% | $5,613-74.9% | $4,764-70.5% |
| Participant deferral / active EE | $3,453 | $8,032-57.0% | $7,297-52.7% | $5,851-41.0% |
| Admin fee / account holder | $13,742 | $13,123+4.7% | $10,843+26.7% | $11,599+18.5% |