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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 | $22,913 | $183,988-87.5% | $162,177-85.9% | $152,897-85.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 29.40% | 150.79%-121.4pp | 115.60%-86.2pp | 345.43%-316.0pp |
| Employer contribution / active EE | $4,261 | $6,370-33.1% | $5,613-24.1% | $4,764-10.5% |
| Participant deferral / active EE | $9,387 | $8,032+16.9% | $7,297+28.6% | $5,851+60.4% |
| Admin fee / account holder | $310 | $13,123-97.6% | $10,843-97.1% | $11,599-97.3% |