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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 | $17,319 | $178,174-90.3% | $156,181-88.9% | $137,256-87.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 18.78% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,469 | $4,972-50.3% | $4,294-42.5% | $4,156-40.6% |
| Participant deferral / active EE | $3,778 | $6,888-45.1% | $6,132-38.4% | $6,407-41.0% |
| Admin fee / account holder | $34,593 | $17,404+98.8% | $14,586+137.2% | $12,270+181.9% |