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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 | $21,580 | $227,399-90.5% | $189,758-88.6% | $198,609-89.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 15.52% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,708 | $5,526-69.1% | $4,767-64.2% | $5,055-66.2% |
| Participant deferral / active EE | $3,707 | $6,837-45.8% | $5,856-36.7% | $6,977-46.9% |
| Admin fee / account holder | $2,030 | $25,162-91.9% | $20,388-90.0% | $19,030-89.3% |