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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 | $32,198 | $183,988-82.5% | $162,177-80.1% | $152,897-78.9% |
| Participation rate | 60.9% | 88.5%-27.6pp | 87.6%-26.7pp | 82.5%-21.6pp |
| Annual return | 18.74% | 150.79%-132.0pp | 115.60%-96.9pp | 345.43%-326.7pp |
| Employer contribution / active EE | $2,528 | $6,370-60.3% | $5,613-55.0% | $4,764-46.9% |
| Participant deferral / active EE | $5,141 | $8,032-36.0% | $7,297-29.5% | $5,851-12.1% |
| Admin fee / account holder | $15,162 | $13,123+15.5% | $10,843+39.8% | $11,599+30.7% |