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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 | $21,187 | $226,090-90.6% | $182,531-88.4% | $152,885-86.1% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 23.18% | 192.57%-169.4pp | 148.57%-125.4pp | 345.39%-322.2pp |
| Employer contribution / active EE | $655 | $4,978-86.8% | $4,075-83.9% | $4,763-86.2% |
| Participant deferral / active EE | $1,424 | $6,369-77.6% | $5,525-74.2% | $5,851-75.7% |
| Admin fee / account holder | $5,296 | $10,705-50.5% | $8,593-38.4% | $11,598-54.3% |