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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 | $19,184 | $185,883-89.7% | $170,043-88.7% | $139,466-86.2% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 41.04% | 60.54%-19.5pp | 53.40%-12.4pp | 373.66%-332.6pp |
| Employer contribution / active EE | $3,837 | $7,596-49.5% | $6,790-43.5% | $4,754-19.3% |
| Participant deferral / active EE | $4,357 | $11,626-62.5% | $10,410-58.1% | $6,712-35.1% |
| Admin fee / account holder | $646 | $15,393-95.8% | $12,824-95.0% | $11,409-94.3% |