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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 | $21,550 | $196,972-89.1% | $182,262-88.2% | $198,609-89.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 21.21% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $3,833 | $5,364-28.5% | $5,046-24.0% | $5,055-24.2% |
| Participant deferral / active EE | $7,666 | $8,643-11.3% | $8,276-7.4% | $6,977+9.9% |
| Admin fee / account holder | $1,293 | $18,429-93.0% | $16,712-92.3% | $19,030-93.2% |