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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 | $32,686 | $227,399-85.6% | $189,758-82.8% | $198,609-83.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 8.98% | 61.03%-52.1pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,432 | $5,526-56.0% | $4,767-49.0% | $5,055-51.9% |
| Participant deferral / active EE | $9,115 | $6,837+33.3% | $5,856+55.7% | $6,977+30.6% |
| Admin fee / account holder | $175,557 | $25,162+597.7% | $20,388+761.1% | $19,030+822.5% |