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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 | $18,044 | $228,352-92.1% | $185,835-90.3% | $158,966-88.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.67% | 40.81%-27.1pp | 35.96%-22.3pp | 302.95%-289.3pp |
| Employer contribution / active EE | $861 | $4,967-82.7% | $4,087-78.9% | $4,762-81.9% |
| Participant deferral / active EE | $2,541 | $6,416-60.4% | $5,633-54.9% | $5,983-57.5% |
| Admin fee / account holder | $19,486 | $11,867+64.2% | $9,502+105.1% | $11,250+73.2% |