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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 | $23,276 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.31% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.6pp |
| Employer contribution / active EE | $4,396 | $5,707-23.0% | $5,011-12.3% | $4,762-7.7% |
| Participant deferral / active EE | $10,636 | $5,955+78.6% | $5,202+104.5% | $5,983+77.8% |
| Admin fee / account holder | $1,965 | $17,078-88.5% | $13,986-85.9% | $11,250-82.5% |