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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 | $17,109 | $209,428-91.8% | $178,498-90.4% | $158,950-89.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 16.17% | 188.78%-172.6pp | 151.09%-134.9pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,541 | $5,707-73.0% | $5,011-69.3% | $4,762-67.6% |
| Participant deferral / active EE | $6,147 | $5,955+3.2% | $5,202+18.2% | $5,983+2.7% |
| Admin fee / account holder | $602 | $17,077-96.5% | $13,985-95.7% | $11,248-94.6% |