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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 | $29,235 | $209,422-86.0% | $178,503-83.6% | $158,982-81.6% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 12.80% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,139 | $5,707-62.5% | $5,011-57.3% | $4,763-55.1% |
| Participant deferral / active EE | $5,843 | $5,955-1.9% | $5,202+12.3% | $5,983-2.3% |
| Admin fee / account holder | $4,798 | $17,079-71.9% | $13,987-65.7% | $11,252-57.4% |