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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 | $10,006 | $172,111-94.2% | $150,298-93.3% | $137,256-92.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.04% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,495 | $4,636-67.8% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $2,430 | $6,166-60.6% | $5,453-55.4% | $6,407-62.1% |
| Admin fee / account holder | $15,643 | $16,471-5.0% | $14,116+10.8% | $12,270+27.5% |