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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 | $24,004 | $180,028-86.7% | $138,135-82.6% | $158,966-84.9% |
| Participation rate | 18.2% | 82.2%-64.1pp | 78.7%-60.5pp | 82.0%-63.8pp |
| Annual return | 65.34% | 21.68%+43.7pp | 20.51%+44.8pp | 302.95%-237.6pp |
| Employer contribution / active EE | $1,242 | $7,470-83.4% | $5,587-77.8% | $4,762-73.9% |
| Participant deferral / active EE | $2,562 | $7,717-66.8% | $6,431-60.2% | $5,983-57.2% |
| Admin fee / account holder | $11,429 | $17,912-36.2% | $11,856-3.6% | $11,250+1.6% |