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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 | $28,440 | $197,637-85.6% | $177,848-84.0% | $158,982-82.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.44% | 58.77%-45.3pp | 48.33%-34.9pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,517 | $8,405-22.5% | $7,714-15.5% | $5,983+8.9% |
| Admin fee / account holder | $12,697 | $15,406-17.6% | $12,431+2.1% | $11,252+12.8% |