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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 | $26,825 | $183,988-85.4% | $162,177-83.5% | $152,897-82.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 23.80% | 150.79%-127.0pp | 115.60%-91.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,416 | $8,032-57.5% | $7,297-53.2% | $5,851-41.6% |
| Admin fee / account holder | $474 | $13,123-96.4% | $10,843-95.6% | $11,599-95.9% |