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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 | $27,987 | $184,000-84.8% | $162,185-82.7% | $152,909-81.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 22.61% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,789 | $6,370-71.9% | $5,613-68.1% | $4,764-62.4% |
| Participant deferral / active EE | $3,969 | $8,033-50.6% | $7,297-45.6% | $5,851-32.2% |
| Admin fee / account holder | $1,546 | $13,124-88.2% | $10,844-85.7% | $11,601-86.7% |