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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 | $20,601 | $142,426-85.5% | $115,167-82.1% | $152,909-86.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 32.32% | 41.48%-9.2pp | 35.60%-3.3pp | 345.46%-313.1pp |
| Employer contribution / active EE | $1,965 | $4,011-51.0% | $3,179-38.2% | $4,764-58.7% |
| Participant deferral / active EE | $8,930 | $5,165+72.9% | $4,169+114.2% | $5,851+52.6% |
| Admin fee / account holder | $868 | $8,464-89.8% | $7,089-87.8% | $11,601-92.5% |