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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 | $29,413 | $196,972-85.1% | $182,262-83.9% | $198,609-85.2% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 16.84% | 158.27%-141.4pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,056 | $5,364-43.0% | $5,046-39.4% | $5,055-39.6% |
| Participant deferral / active EE | $10,868 | $8,643+25.7% | $8,276+31.3% | $6,977+55.8% |
| Admin fee / account holder | $30,878 | $18,429+67.6% | $16,712+84.8% | $19,030+62.3% |