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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 | $21,535 | $142,426-84.9% | $115,167-81.3% | $152,909-85.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 23.00% | 41.48%-18.5pp | 35.60%-12.6pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,308 | $4,011-42.4% | $3,179-27.4% | $4,764-51.5% |
| Participant deferral / active EE | $7,317 | $5,165+41.7% | $4,169+75.5% | $5,851+25.1% |
| Admin fee / account holder | $2,308 | $8,464-72.7% | $7,089-67.4% | $11,601-80.1% |