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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 | $21,118 | $223,823-90.6% | $211,142-90.0% | $154,746-86.4% |
| Participation rate | 53.3% | 87.9%-34.5pp | 87.3%-34.0pp | 80.7%-27.4pp |
| Annual return | 16.58% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,930 | $6,787-12.6% | $6,442-7.9% | $4,379+35.4% |
| Participant deferral / active EE | $10,327 | $9,750+5.9% | $9,284+11.2% | $6,730+53.4% |
| Admin fee / account holder | $18,238 | $19,707-7.5% | $19,076-4.4% | $14,365+27.0% |