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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 | $32,348 | $171,867-81.2% | $149,721-78.4% | $147,586-78.1% |
| Participation rate | 68.8% | 88.2%-19.4pp | 87.1%-18.3pp | 82.8%-14.1pp |
| Annual return | 21.73% | 2113.36%-2091.6pp | 1501.67%-1479.9pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,783 | $6,275-71.6% | $5,444-67.3% | $4,876-63.4% |
| Participant deferral / active EE | $4,763 | $7,270-34.5% | $6,568-27.5% | $5,439-12.4% |
| Admin fee / account holder | $6,797 | $13,799-50.7% | $11,282-39.8% | $10,886-37.6% |