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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 | $13,537 | $183,978-92.6% | $162,171-91.7% | $152,885-91.1% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.5%-13.7pp |
| Annual return | 24.03% | 150.78%-126.7pp | 115.60%-91.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $3,607 | $6,370-43.4% | $5,613-35.7% | $4,763-24.3% |
| Participant deferral / active EE | $6,625 | $8,033-17.5% | $7,297-9.2% | $5,851+13.2% |
| Admin fee / account holder | $1,319 | $13,122-89.9% | $10,843-87.8% | $11,598-88.6% |