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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 | $24,906 | $198,461-87.5% | $170,436-85.4% | $147,585-83.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 9.39% | 257.30%-247.9pp | 205.94%-196.6pp | 578.57%-569.2pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,111 | $5,629-44.7% | $4,939-37.0% | $5,439-42.8% |
| Admin fee / account holder | $19,868 | $16,852+17.9% | $13,880+43.1% | $10,885+82.5% |