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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 | $20,626 | $165,381-87.5% | $149,730-86.2% | $158,966-87.0% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 37.28% | 348.29%-311.0pp | 276.70%-239.4pp | 302.95%-265.7pp |
| Employer contribution / active EE | $2,091 | $5,104-59.0% | $4,645-55.0% | $4,762-56.1% |
| Participant deferral / active EE | $3,280 | $7,182-54.3% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $921 | $10,809-91.5% | $9,310-90.1% | $11,250-91.8% |