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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 | $23,255 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.91% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,500 | $5,707-73.7% | $5,011-70.1% | $4,762-68.5% |
| Participant deferral / active EE | $2,604 | $5,955-56.3% | $5,202-50.0% | $5,983-56.5% |
| Admin fee / account holder | $2,656 | $17,078-84.4% | $13,986-81.0% | $11,250-76.4% |