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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 | $18,479 | $78,707-76.5% | $117,861-84.3% | $70,126-73.6% |
| Participation rate | 55.4% | 73.2%-17.8pp | 79.7%-24.3pp | 69.5%-14.2pp |
| Annual return | 21.03% | 23.30%-2.3pp | 335.11%-314.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,417 | $2,223+8.7% | $3,786-36.2% | $2,343+3.2% |
| Participant deferral / active EE | $3,175 | $3,297-3.7% | $4,482-29.2% | $3,332-4.7% |
| Admin fee / account holder | $2,351 | $5,066-53.6% | $8,021-70.7% | $4,645-49.4% |