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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 | $20,766 | $217,432-90.4% | $185,851-88.8% | $167,553-87.6% |
| Participation rate | 68.4% | 86.1%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 14.21% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $1,429 | $5,874-75.7% | $5,168-72.4% | $4,840-70.5% |
| Participant deferral / active EE | $2,695 | $6,357-57.6% | $5,569-51.6% | $6,343-57.5% |
| Admin fee / account holder | $8,385 | $19,820-57.7% | $16,245-48.4% | $12,316-31.9% |