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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 | $18,090 | $166,131-89.1% | $164,975-89.0% | $145,877-87.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 223.22% | 100.37%+122.9pp | 70.12%+153.1pp | 551.28%-328.1pp |
| Employer contribution / active EE | $2,455 | $5,276-53.5% | $4,343-43.5% | $4,663-47.4% |
| Participant deferral / active EE | $8,777 | $6,962+26.1% | $6,033+45.5% | $6,691+31.2% |
| Admin fee / account holder | $1,752 | $16,648-89.5% | $12,688-86.2% | $13,402-86.9% |