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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 | $27,734 | $183,988-84.9% | $162,177-82.9% | $152,897-81.9% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.5%-40.8pp |
| Annual return | 26.35% | 150.79%-124.4pp | 115.60%-89.3pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,791 | $6,370-71.9% | $5,613-68.1% | $4,764-62.4% |
| Participant deferral / active EE | $3,114 | $8,032-61.2% | $7,297-57.3% | $5,851-46.8% |
| Admin fee / account holder | $4,156 | $13,123-68.3% | $10,843-61.7% | $11,599-64.2% |