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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 | $31,888 | $183,988-82.7% | $162,177-80.3% | $152,897-79.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 27.38% | 150.79%-123.4pp | 115.60%-88.2pp | 345.43%-318.1pp |
| Employer contribution / active EE | $3,269 | $6,370-48.7% | $5,613-41.8% | $4,764-31.4% |
| Participant deferral / active EE | $4,926 | $8,032-38.7% | $7,297-32.5% | $5,851-15.8% |
| Admin fee / account holder | $1,030 | $13,123-92.2% | $10,843-90.5% | $11,599-91.1% |