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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 | $21,490 | $202,342-89.4% | $172,752-87.6% | $152,897-85.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.35% | 1029.83%-1012.5pp | 802.97%-785.6pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,942 | $5,858-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $2,720 | $5,948-54.3% | $5,198-47.7% | $5,851-53.5% |
| Admin fee / account holder | $7,196 | $17,111-57.9% | $13,955-48.4% | $11,599-38.0% |