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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 | $9,896 | $154,228-93.6% | $145,433-93.2% | $137,256-92.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 411.91% | 74.59%+337.3pp | 66.58%+345.3pp | 220.34%+191.6pp |
| Employer contribution / active EE | $3,357 | $4,804-30.1% | $4,554-26.3% | $4,156-19.2% |
| Participant deferral / active EE | $4,220 | $8,216-48.6% | $7,897-46.6% | $6,407-34.1% |
| Admin fee / account holder | $57,052 | $14,344+297.8% | $13,129+334.5% | $12,270+365.0% |