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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 | $16,646 | $209,422-92.1% | $178,503-90.7% | $158,982-89.5% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 23.25% | 188.81%-165.6pp | 151.12%-127.9pp | 302.99%-279.7pp |
| Employer contribution / active EE | $2,131 | $5,707-62.7% | $5,011-57.5% | $4,763-55.3% |
| Participant deferral / active EE | $5,434 | $5,955-8.8% | $5,202+4.4% | $5,983-9.2% |
| Admin fee / account holder | $3,464 | $17,079-79.7% | $13,987-75.2% | $11,252-69.2% |