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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 | $18,765 | $228,395-91.8% | $185,861-89.9% | $158,982-88.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 23.30% | 40.82%-17.5pp | 35.96%-12.7pp | 302.99%-279.7pp |
| Employer contribution / active EE | $2,166 | $4,968-56.4% | $4,088-47.0% | $4,763-54.5% |
| Participant deferral / active EE | $3,325 | $6,417-48.2% | $5,634-41.0% | $5,983-44.4% |
| Admin fee / account holder | $13,415 | $11,869+13.0% | $9,503+41.2% | $11,252+19.2% |