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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 | $16,071 | $210,908-92.4% | $153,643-89.5% | $145,884-89.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.37% | 13.46%+5.9pp | 15.71%+3.7pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,703 | $6,055-55.4% | $5,039-46.4% | $4,662-42.0% |
| Participant deferral / active EE | $4,396 | $7,976-44.9% | $6,754-34.9% | $6,690-34.3% |
| Admin fee / account holder | $1,673 | $19,477-91.4% | $12,739-86.9% | $13,392-87.5% |