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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 | $35,030 | $171,492-79.6% | $150,734-76.8% | $198,609-82.4% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 14.85% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,324 | $5,470-57.5% | $4,918-52.7% | $5,055-54.0% |
| Participant deferral / active EE | $8,324 | $6,259+33.0% | $5,610+48.4% | $6,977+19.3% |
| Admin fee / account holder | $577 | $17,628-96.7% | $14,905-96.1% | $19,030-97.0% |