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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 | $22,614 | $198,462-88.6% | $170,439-86.7% | $147,585-84.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.94% | 257.30%-241.4pp | 205.94%-190.0pp | 578.58%-562.6pp |
| Employer contribution / active EE | $6,763 | $6,184+9.4% | $5,433+24.5% | $4,876+38.7% |
| Participant deferral / active EE | $4,771 | $5,629-15.2% | $4,939-3.4% | $5,439-12.3% |
| Admin fee / account holder | $3,757 | $16,852-77.7% | $13,881-72.9% | $10,886-65.5% |