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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 | $201,264-90.0% | $184,185-89.1% | $145,978-86.2% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 12.46% | 29.00%-16.5pp | 28.81%-16.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,052 | $7,021-70.8% | $6,426-68.1% | $4,662-56.0% |
| Participant deferral / active EE | $4,264 | $9,806-56.5% | $9,132-53.3% | $6,690-36.3% |
| Admin fee / account holder | $1,858 | $16,376-88.7% | $13,909-86.6% | $13,400-86.1% |