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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 | $10,692 | $226,090-95.3% | $182,531-94.1% | $152,885-93.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 15.60% | 192.57%-177.0pp | 148.57%-133.0pp | 345.39%-329.8pp |
| Employer contribution / active EE | $1,166 | $4,978-76.6% | $4,075-71.4% | $4,763-75.5% |
| Participant deferral / active EE | $1,441 | $6,369-77.4% | $5,525-73.9% | $5,851-75.4% |
| Admin fee / account holder | $12,165 | $10,705+13.6% | $8,593+41.6% | $11,598+4.9% |