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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 | $30,508 | $196,972-84.5% | $182,262-83.3% | $198,609-84.6% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 18.07% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,843 | $5,364-65.6% | $5,046-63.5% | $5,055-63.5% |
| Participant deferral / active EE | $7,145 | $8,643-17.3% | $8,276-13.7% | $6,977+2.4% |
| Admin fee / account holder | $564 | $18,429-96.9% | $16,712-96.6% | $19,030-97.0% |