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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 | $18,402 | $227,399-91.9% | $189,758-90.3% | $198,609-90.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 13.68% | 61.03%-47.4pp | 52.62%-38.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $2,688 | $5,526-51.4% | $4,767-43.6% | $5,055-46.8% |
| Participant deferral / active EE | $6,709 | $6,837-1.9% | $5,856+14.6% | $6,977-3.8% |
| Admin fee / account holder | $31,378 | $25,162+24.7% | $20,388+53.9% | $19,030+64.9% |