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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 | $18,193 | $198,457-90.8% | $170,435-89.3% | $147,586-87.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.32% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,943 | $6,183-68.6% | $5,432-64.2% | $4,876-60.2% |
| Participant deferral / active EE | $5,357 | $5,629-4.8% | $4,939+8.4% | $5,439-1.5% |
| Admin fee / account holder | $823 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |