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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 | $21,568 | $165,381-87.0% | $149,730-85.6% | $158,966-86.4% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 71.41% | 348.29%-276.9pp | 276.70%-205.3pp | 302.95%-231.5pp |
| Employer contribution / active EE | $2,103 | $5,104-58.8% | $4,645-54.7% | $4,762-55.9% |
| Participant deferral / active EE | $2,967 | $7,182-58.7% | $6,843-56.6% | $5,983-50.4% |
| Admin fee / account holder | $5,220 | $10,809-51.7% | $9,310-43.9% | $11,250-53.6% |