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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 | $22,582 | $217,432-89.6% | $185,849-87.8% | $167,536-86.5% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 15.83% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $2,090 | $5,875-64.4% | $5,169-59.6% | $4,839-56.8% |
| Participant deferral / active EE | $5,043 | $6,357-20.7% | $5,569-9.4% | $6,342-20.5% |
| Admin fee / account holder | $417 | $19,818-97.9% | $16,244-97.4% | $12,315-96.6% |