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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 | $20,160 | $157,276-87.2% | $141,177-85.7% | $152,885-86.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 17.78% | 64.33%-46.6pp | 71.40%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $2,240 | $5,262-57.4% | $4,736-52.7% | $4,763-53.0% |
| Participant deferral / active EE | $8,333 | $7,110+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $458 | $12,123-96.2% | $10,263-95.5% | $11,598-96.1% |