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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 | $17,698 | $175,257-89.9% | $149,717-88.2% | $139,456-87.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.82% | 166.70%-144.9pp | 134.41%-112.6pp | 373.45%-351.6pp |
| Employer contribution / active EE | $3,224 | $5,477-41.1% | $4,820-33.1% | $4,753-32.2% |
| Participant deferral / active EE | $3,224 | $6,521-50.6% | $5,682-43.3% | $6,711-52.0% |
| Admin fee / account holder | $1,269 | $16,156-92.1% | $13,213-90.4% | $11,407-88.9% |