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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 | $19,184 | $202,342-90.5% | $172,752-88.9% | $152,897-87.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 38.23% | 1029.83%-991.6pp | 802.97%-764.7pp | 345.43%-307.2pp |
| Employer contribution / active EE | $2,462 | $5,858-58.0% | $5,144-52.1% | $4,764-48.3% |
| Participant deferral / active EE | $4,251 | $5,948-28.5% | $5,198-18.2% | $5,851-27.4% |
| Admin fee / account holder | $1,096 | $17,111-93.6% | $13,955-92.1% | $11,599-90.6% |