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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 | $25,212 | $202,342-87.5% | $172,752-85.4% | $152,897-83.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.51% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $4,211 | $5,858-28.1% | $5,144-18.1% | $4,764-11.6% |
| Participant deferral / active EE | $9,823 | $5,948+65.1% | $5,198+89.0% | $5,851+67.9% |
| Admin fee / account holder | $1,771 | $17,111-89.6% | $13,955-87.3% | $11,599-84.7% |