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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 | $15,777 | $117,859-86.6% | $102,438-84.6% | $145,959-89.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.81% | 31.72%-22.9pp | 29.37%-20.6pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,024-17.3% | $4,661-46.3% |
| Participant deferral / active EE | $5,936 | $5,732+3.6% | $5,054+17.5% | $6,689-11.3% |
| Admin fee / account holder | $22,204 | $13,318+66.7% | $9,448+135.0% | $13,398+65.7% |