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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 | $19,442 | $165,399-88.2% | $149,745-87.0% | $158,982-87.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.56% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,725 | $5,105-66.2% | $4,646-62.9% | $4,763-63.8% |
| Participant deferral / active EE | $8,625 | $7,183+20.1% | $6,843+26.0% | $5,983+44.1% |
| Admin fee / account holder | $378 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |