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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 | $201,344-90.7% | $184,243-89.9% | $145,877-87.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.19% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,663-48.5% |
| Participant deferral / active EE | $3,183 | $9,807-67.5% | $9,132-65.1% | $6,691-52.4% |
| Admin fee / account holder | $3,833 | $16,382-76.6% | $13,914-72.5% | $13,402-71.4% |