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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 | $16,959 | $177,595-90.5% | $148,496-88.6% | $198,609-91.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 14.07% | 9.97%+4.1pp | 12.33%+1.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,583 | $4,098-37.0% | $3,497-26.1% | $5,055-48.9% |
| Participant deferral / active EE | $2,526 | $5,539-54.4% | $4,808-47.5% | $6,977-63.8% |
| Admin fee / account holder | $73,587 | $27,010+172.4% | $19,547+276.5% | $19,030+286.7% |