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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 | $18,638 | $201,370-90.7% | $184,256-89.9% | $145,897-87.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.19% | 29.05%-14.9pp | 28.85%-14.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,400 | $7,024-65.8% | $6,427-62.7% | $4,663-48.5% |
| Participant deferral / active EE | $3,183 | $9,808-67.5% | $9,133-65.1% | $6,689-52.4% |
| Admin fee / account holder | $3,833 | $16,364-76.6% | $13,899-72.4% | $13,390-71.4% |