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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 | $30,244 | $227,291-86.7% | $214,702-85.9% | $155,188-80.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 19.51% | 60.08%-40.6pp | 54.55%-35.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,675 | $6,772-45.7% | $6,461-43.1% | $4,248-13.5% |
| Participant deferral / active EE | $7,382 | $9,582-23.0% | $9,147-19.3% | $6,531+13.0% |
| Admin fee / account holder | $11,378 | $20,413-44.3% | $19,830-42.6% | $14,480-21.4% |