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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 | $21,325 | $209,422-89.8% | $178,503-88.1% | $158,982-86.6% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 8.33% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $1,180 | $5,707-79.3% | $5,011-76.5% | $4,763-75.2% |
| Participant deferral / active EE | $2,106 | $5,955-64.6% | $5,202-59.5% | $5,983-64.8% |
| Admin fee / account holder | $5,694 | $17,079-66.7% | $13,987-59.3% | $11,252-49.4% |