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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 | $223,823-88.6% | $211,142-87.9% | $154,746-83.5% |
| Participation rate | 68.2% | 87.9%-19.7pp | 87.3%-19.1pp | 80.7%-12.5pp |
| Annual return | 115.92% | 50.39%+65.5pp | 46.84%+69.1pp | 172.34%-56.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,879 | $9,750-29.4% | $9,284-25.9% | $6,730+2.2% |
| Admin fee / account holder | $2,878 | $19,707-85.4% | $19,076-84.9% | $14,365-80.0% |