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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 | $20,269 | $197,625-89.7% | $177,840-88.6% | $158,966-87.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 35.90% | 58.76%-22.9pp | 48.32%-12.4pp | 302.95%-267.1pp |
| Employer contribution / active EE | $5,137 | $6,698-23.3% | $5,919-13.2% | $4,762+7.9% |
| Participant deferral / active EE | $10,404 | $8,405+23.8% | $7,714+34.9% | $5,983+73.9% |
| Admin fee / account holder | $4,718 | $15,405-69.4% | $12,431-62.0% | $11,250-58.1% |