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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 | $22,692 | $152,074-85.1% | $137,474-83.5% | $198,609-88.6% |
| Participation rate | 50.0% | 85.3%-35.3pp | 83.5%-33.5pp | 82.4%-32.4pp |
| Annual return | 17.43% | 10.68%+6.8pp | 11.53%+5.9pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,968 | $5,444-63.9% | $5,048-61.0% | $5,055-61.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $408 | $11,950-96.6% | $10,602-96.1% | $19,030-97.9% |