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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 | $17,412 | $150,346-88.4% | $120,524-85.6% | $145,877-88.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 21.72% | 154.40%-132.7pp | 107.36%-85.6pp | 551.28%-529.6pp |
| Employer contribution / active EE | $3,012 | $4,353-30.8% | $3,469-13.2% | $4,663-35.4% |
| Participant deferral / active EE | $10,842 | $6,172+75.7% | $4,994+117.1% | $6,691+62.0% |
| Admin fee / account holder | $1,227 | $12,215-90.0% | $9,440-87.0% | $13,402-90.8% |