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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 | $15,023 | $183,988-91.8% | $162,177-90.7% | $152,897-90.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 38.43% | 150.79%-112.4pp | 115.60%-77.2pp | 345.43%-307.0pp |
| Employer contribution / active EE | $3,447 | $6,370-45.9% | $5,613-38.6% | $4,764-27.6% |
| Participant deferral / active EE | $11,216 | $8,032+39.6% | $7,297+53.7% | $5,851+91.7% |
| Admin fee / account holder | $1,337 | $13,123-89.8% | $10,843-87.7% | $11,599-88.5% |