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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 | $23,129 | $209,425-89.0% | $178,499-87.0% | $158,966-85.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 11.63% | 188.80%-177.2pp | 151.10%-139.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,848 | $5,707-67.6% | $5,011-63.1% | $4,762-61.2% |
| Participant deferral / active EE | $6,541 | $5,955+9.8% | $5,202+25.7% | $5,983+9.3% |
| Admin fee / account holder | $3,975 | $17,078-76.7% | $13,986-71.6% | $11,250-64.7% |