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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 | $21,004 | $209,336-90.0% | $197,124-89.3% | $137,256-84.7% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 23.12% | 48.09%-25.0pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,848 | $6,591-56.8% | $6,227-54.3% | $4,156-31.5% |
| Participant deferral / active EE | $3,365 | $9,614-65.0% | $9,135-63.2% | $6,407-47.5% |
| Admin fee / account holder | $3,087 | $17,308-82.2% | $16,298-81.1% | $12,270-74.8% |