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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 | $16,978 | $138,076-87.7% | $123,553-86.3% | $135,380-87.5% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 30.52% | 153.70%-123.2pp | 119.21%-88.7pp | 519.81%-489.3pp |
| Employer contribution / active EE | $2,567 | $5,152-50.2% | $4,628-44.5% | $4,779-46.3% |
| Participant deferral / active EE | $3,596 | $6,800-47.1% | $6,426-44.0% | $5,609-35.9% |
| Admin fee / account holder | $1,949 | $10,917-82.1% | $9,284-79.0% | $10,828-82.0% |