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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 | $25,906 | $217,432-88.1% | $185,851-86.1% | $167,553-84.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.71% | 148.43%-130.7pp | 122.11%-104.4pp | 478.89%-461.2pp |
| Employer contribution / active EE | $1,784 | $5,874-69.6% | $5,168-65.5% | $4,840-63.1% |
| Participant deferral / active EE | $4,042 | $6,357-36.4% | $5,569-27.4% | $6,343-36.3% |
| Admin fee / account holder | $538 | $19,820-97.3% | $16,245-96.7% | $12,316-95.6% |