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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 | $25,472 | $227,291-88.8% | $214,702-88.1% | $155,188-83.6% |
| Participation rate | 68.2% | 88.0%-19.8pp | 87.5%-19.3pp | 80.8%-12.6pp |
| Annual return | 115.92% | 60.08%+55.8pp | 54.55%+61.4pp | 148.84%-32.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,879 | $9,582-28.2% | $9,147-24.8% | $6,531+5.3% |
| Admin fee / account holder | $2,878 | $20,413-85.9% | $19,830-85.5% | $14,480-80.1% |