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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 | $20,076 | $201,370-90.0% | $184,256-89.1% | $145,897-86.2% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 12.46% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,052 | $7,024-70.8% | $6,427-68.1% | $4,663-56.0% |
| Participant deferral / active EE | $4,264 | $9,808-56.5% | $9,133-53.3% | $6,689-36.3% |
| Admin fee / account holder | $1,858 | $16,364-88.6% | $13,899-86.6% | $13,390-86.1% |