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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 | $28,298 | $209,425-86.5% | $178,499-84.1% | $158,966-82.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 114.22% | 188.80%-74.6pp | 151.10%-36.9pp | 302.95%-188.7pp |
| Employer contribution / active EE | $2,908 | $5,707-49.0% | $5,011-42.0% | $4,762-38.9% |
| Participant deferral / active EE | $10,720 | $5,955+80.0% | $5,202+106.1% | $5,983+79.2% |
| Admin fee / account holder | $1,448 | $17,078-91.5% | $13,986-89.7% | $11,250-87.1% |