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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 | $10,802 | $165,399-93.5% | $149,745-92.8% | $158,982-93.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.02% | 348.34%-319.3pp | 276.72%-247.7pp | 302.99%-274.0pp |
| Employer contribution / active EE | $3,326 | $5,105-34.9% | $4,646-28.4% | $4,763-30.2% |
| Participant deferral / active EE | $10,999 | $7,183+53.1% | $6,843+60.7% | $5,983+83.8% |
| Admin fee / account holder | $4,060 | $10,811-62.4% | $9,312-56.4% | $11,252-63.9% |