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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 | $14,941 | $202,460-92.6% | $169,385-91.2% | $139,456-89.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 30.20% | 532.07%-501.9pp | 405.82%-375.6pp | 373.45%-343.3pp |
| Employer contribution / active EE | $1,677 | $4,691-64.3% | $4,012-58.2% | $4,753-64.7% |
| Participant deferral / active EE | $4,213 | $6,938-39.3% | $6,221-32.3% | $6,711-37.2% |
| Admin fee / account holder | $463 | $10,719-95.7% | $9,011-94.9% | $11,407-95.9% |