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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 | $13,676 | $152,592-91.0% | $125,180-89.1% | $152,885-91.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 19.51% | 54.84%-35.3pp | 43.79%-24.3pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,365 | $4,947-72.4% | $3,866-64.7% | $4,763-71.3% |
| Participant deferral / active EE | $1,903 | $5,868-67.6% | $4,937-61.4% | $5,851-67.5% |
| Admin fee / account holder | $10,882 | $13,435-19.0% | $9,703+12.2% | $11,598-6.2% |