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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 | $30,223 | $209,425-85.6% | $178,499-83.1% | $158,966-81.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 7.86% | 188.80%-180.9pp | 151.10%-143.2pp | 302.95%-295.1pp |
| Employer contribution / active EE | $2,185 | $5,707-61.7% | $5,011-56.4% | $4,762-54.1% |
| Participant deferral / active EE | $6,095 | $5,955+2.3% | $5,202+17.2% | $5,983+1.9% |
| Admin fee / account holder | $13,269 | $17,078-22.3% | $13,986-5.1% | $11,250+17.9% |