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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 | $27,327 | $202,342-86.5% | $172,753-84.2% | $152,909-82.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 36.32% | 1029.88%-993.6pp | 803.00%-766.7pp | 345.46%-309.1pp |
| Employer contribution / active EE | $3,530 | $5,857-39.7% | $5,144-31.4% | $4,764-25.9% |
| Participant deferral / active EE | $10,665 | $5,948+79.3% | $5,198+105.2% | $5,851+82.3% |
| Admin fee / account holder | $7,424 | $17,112-56.6% | $13,956-46.8% | $11,601-36.0% |