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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 | $18,546 | $185,883-90.0% | $170,043-89.1% | $139,466-86.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 21.10% | 60.54%-39.4pp | 53.40%-32.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $3,374 | $7,596-55.6% | $6,790-50.3% | $4,754-29.0% |
| Participant deferral / active EE | $4,143 | $11,626-64.4% | $10,410-60.2% | $6,712-38.3% |
| Admin fee / account holder | $8,349 | $15,393-45.8% | $12,824-34.9% | $11,409-26.8% |