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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 | $24,324 | $201,344-87.9% | $184,243-86.8% | $145,877-83.3% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 12.97% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,473 | $7,022-64.8% | $6,427-61.5% | $4,663-47.0% |
| Participant deferral / active EE | $5,159 | $9,807-47.4% | $9,132-43.5% | $6,691-22.9% |
| Admin fee / account holder | $10,690 | $16,382-34.7% | $13,914-23.2% | $13,402-20.2% |