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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 | $37,765 | $275,752-86.3% | $256,809-85.3% | $198,609-81.0% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 19.92% | 34.81%-14.9pp | 32.73%-12.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,104 | $7,721-46.8% | $7,263-43.5% | $5,055-18.8% |
| Participant deferral / active EE | $5,222 | $10,037-48.0% | $9,520-45.2% | $6,977-25.2% |
| Admin fee / account holder | $405 | $25,716-98.4% | $25,146-98.4% | $19,030-97.9% |