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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 | $13,568 | $65,555-79.3% | $86,216-84.3% | $75,173-82.0% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.4pp | 67.2%-1.7pp |
| Annual return | 42.14% | 46.07%-3.9pp | 1169.42%-1127.3pp | 160.72%-118.6pp |
| Employer contribution / active EE | $3,388 | $1,553+118.1% | $2,382+42.2% | $2,671+26.8% |
| Participant deferral / active EE | $6,601 | $3,023+118.3% | $3,986+65.6% | $4,126+60.0% |
| Admin fee / account holder | $377 | $5,469-93.1% | $6,853-94.5% | $5,651-93.3% |