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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 | $117,846-86.6% | $102,434-84.6% | $145,884-89.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.81% | 31.90%-23.1pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,023-17.3% | $4,662-46.4% |
| Participant deferral / active EE | $5,936 | $5,733+3.5% | $5,055+17.4% | $6,690-11.3% |
| Admin fee / account holder | $22,204 | $13,356+66.2% | $9,462+134.7% | $13,392+65.8% |