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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 | $22,667 | $183,988-87.7% | $162,177-86.0% | $152,897-85.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 20.97% | 150.79%-129.8pp | 115.60%-94.6pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,678 | $6,370-73.7% | $5,613-70.1% | $4,764-64.8% |
| Participant deferral / active EE | $9,425 | $8,032+17.3% | $7,297+29.2% | $5,851+61.1% |
| Admin fee / account holder | $58,764 | $13,123+347.8% | $10,843+441.9% | $11,599+406.6% |