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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 | $19,327 | $227,597-91.5% | $189,575-89.8% | $167,536-88.5% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 16.19% | 78.44%-62.2pp | 64.19%-48.0pp | 478.82%-462.6pp |
| Employer contribution / active EE | $698 | $5,316-86.9% | $4,412-84.2% | $4,839-85.6% |
| Participant deferral / active EE | $1,407 | $7,002-79.9% | $6,174-77.2% | $6,342-77.8% |
| Admin fee / account holder | $5,494 | $11,877-53.7% | $9,806-44.0% | $12,315-55.4% |