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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 | $25,369 | $144,124-82.4% | $117,857-78.5% | $147,585-82.8% |
| Participation rate | 65.0% | 83.4%-18.4pp | 79.7%-14.7pp | 82.8%-17.8pp |
| Annual return | 29.48% | 531.17%-501.7pp | 335.09%-305.6pp | 578.57%-549.1pp |
| Employer contribution / active EE | $1,131 | $4,897-76.9% | $3,786-70.1% | $4,876-76.8% |
| Participant deferral / active EE | $2,461 | $5,316-53.7% | $4,482-45.1% | $5,439-54.8% |
| Admin fee / account holder | $614 | $10,886-94.4% | $8,020-92.3% | $10,885-94.4% |