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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 | $32,501 | $197,625-83.6% | $177,840-81.7% | $158,966-79.6% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.7%-18.2pp | 82.0%-12.4pp |
| Annual return | 15.84% | 58.76%-42.9pp | 48.32%-32.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,065 | $6,698-69.2% | $5,919-65.1% | $4,762-56.6% |
| Participant deferral / active EE | $4,924 | $8,405-41.4% | $7,714-36.2% | $5,983-17.7% |
| Admin fee / account holder | $786 | $15,405-94.9% | $12,431-93.7% | $11,250-93.0% |