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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 | $21,250 | $165,399-87.2% | $149,745-85.8% | $158,982-86.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.35% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $3,333 | $5,105-34.7% | $4,646-28.2% | $4,763-30.0% |
| Participant deferral / active EE | $9,551 | $7,183+33.0% | $6,843+39.6% | $5,983+59.6% |
| Admin fee / account holder | $25,803 | $10,811+138.7% | $9,312+177.1% | $11,252+129.3% |