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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 | $17,307 | $226,105-92.3% | $182,540-90.5% | $152,897-88.7% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.0%-13.3pp | 82.5%-17.7pp |
| Annual return | 35.35% | 192.58%-157.2pp | 148.58%-113.2pp | 345.43%-310.1pp |
| Employer contribution / active EE | $647 | $4,978-87.0% | $4,076-84.1% | $4,764-86.4% |
| Participant deferral / active EE | $3,710 | $6,370-41.8% | $5,525-32.9% | $5,851-36.6% |
| Admin fee / account holder | $1,485 | $10,706-86.1% | $8,593-82.7% | $11,599-87.2% |