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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 | $25,940 | $198,462-86.9% | $170,439-84.8% | $147,585-82.4% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 31.15% | 257.30%-226.2pp | 205.94%-174.8pp | 578.58%-547.4pp |
| Employer contribution / active EE | $2,935 | $6,184-52.5% | $5,433-46.0% | $4,876-39.8% |
| Participant deferral / active EE | $6,926 | $5,629+23.0% | $4,939+40.2% | $5,439+27.4% |
| Admin fee / account holder | $4,430 | $16,852-73.7% | $13,881-68.1% | $10,886-59.3% |