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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 | $28,224 | $197,637-85.7% | $177,848-84.1% | $158,982-82.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 16.23% | 58.77%-42.5pp | 48.33%-32.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,195 | $6,698-67.2% | $5,919-62.9% | $4,763-53.9% |
| Participant deferral / active EE | $3,299 | $8,405-60.7% | $7,714-57.2% | $5,983-44.9% |
| Admin fee / account holder | $408 | $15,406-97.3% | $12,431-96.7% | $11,252-96.4% |