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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 | $12,764 | $165,399-92.3% | $149,745-91.5% | $158,982-92.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.91% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,507 | $5,105-50.9% | $4,646-46.0% | $4,763-47.4% |
| Participant deferral / active EE | $7,496 | $7,183+4.4% | $6,843+9.5% | $5,983+25.3% |
| Admin fee / account holder | $10,207 | $10,811-5.6% | $9,312+9.6% | $11,252-9.3% |