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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 | $212,386-90.1% | $199,883-89.5% | $138,895-84.9% |
| Participation rate | 63.6% | 87.4%-23.7pp | 86.8%-23.1pp | 79.9%-16.3pp |
| Annual return | 23.12% | 47.75%-24.6pp | 43.81%-20.7pp | 145.39%-122.3pp |
| Employer contribution / active EE | $2,848 | $6,625-57.0% | $6,261-54.5% | $4,194-32.1% |
| Participant deferral / active EE | $3,365 | $9,617-65.0% | $9,138-63.2% | $6,396-47.4% |
| Admin fee / account holder | $3,087 | $18,233-83.1% | $17,268-82.1% | $12,562-75.4% |