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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 | $21,622 | $226,105-90.4% | $182,540-88.2% | $152,897-85.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 31.75% | 192.58%-160.8pp | 148.58%-116.8pp | 345.43%-313.7pp |
| Employer contribution / active EE | $1,944 | $4,978-61.0% | $4,076-52.3% | $4,764-59.2% |
| Participant deferral / active EE | $2,718 | $6,370-57.3% | $5,525-50.8% | $5,851-53.5% |
| Admin fee / account holder | $3,090 | $10,706-71.1% | $8,593-64.0% | $11,599-73.4% |