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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 | $18,750 | $165,361-88.7% | $149,715-87.5% | $158,950-88.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 31.19% | 348.24%-317.0pp | 276.66%-245.5pp | 302.91%-271.7pp |
| Employer contribution / active EE | $3,439 | $5,103-32.6% | $4,645-26.0% | $4,762-27.8% |
| Participant deferral / active EE | $8,058 | $7,182+12.2% | $6,842+17.8% | $5,983+34.7% |
| Admin fee / account holder | $2,833 | $10,808-73.8% | $9,310-69.6% | $11,248-74.8% |