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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 | $27,081 | $209,425-87.1% | $178,499-84.8% | $158,966-83.0% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 143.27% | 188.80%-45.5pp | 151.10%-7.8pp | 302.95%-159.7pp |
| Employer contribution / active EE | $3,150 | $5,707-44.8% | $5,011-37.1% | $4,762-33.8% |
| Participant deferral / active EE | $11,695 | $5,955+96.4% | $5,202+124.8% | $5,983+95.5% |
| Admin fee / account holder | $394 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |