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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 | $21,534 | $202,345-89.4% | $172,755-87.5% | $152,885-85.9% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 29.44% | 1029.77%-1000.3pp | 802.94%-773.5pp | 345.39%-316.0pp |
| Employer contribution / active EE | $1,551 | $5,858-73.5% | $5,144-69.9% | $4,763-67.4% |
| Participant deferral / active EE | $3,196 | $5,948-46.3% | $5,198-38.5% | $5,851-45.4% |
| Admin fee / account holder | $1,468 | $17,111-91.4% | $13,955-89.5% | $11,598-87.3% |