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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 | $24,017 | $197,603-87.8% | $177,827-86.5% | $158,950-84.9% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 34.13% | 58.76%-24.6pp | 48.32%-14.2pp | 302.91%-268.8pp |
| Employer contribution / active EE | $2,506 | $6,698-62.6% | $5,918-57.7% | $4,762-47.4% |
| Participant deferral / active EE | $3,658 | $8,404-56.5% | $7,713-52.6% | $5,983-38.9% |
| Admin fee / account holder | $1,938 | $15,402-87.4% | $12,429-84.4% | $11,248-82.8% |