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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 | $17,261 | $209,425-91.8% | $178,499-90.3% | $158,966-89.1% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 22.54% | 188.80%-166.3pp | 151.10%-128.6pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,341 | $5,707-76.5% | $5,011-73.2% | $4,762-71.8% |
| Participant deferral / active EE | $3,044 | $5,955-48.9% | $5,202-41.5% | $5,983-49.1% |
| Admin fee / account holder | $617 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |