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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 | $12,797 | $212,386-94.0% | $199,883-93.6% | $138,895-90.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 16.26% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,553 | $6,625-61.5% | $6,261-59.2% | $4,194-39.1% |
| Participant deferral / active EE | $3,036 | $9,617-68.4% | $9,138-66.8% | $6,396-52.5% |
| Admin fee / account holder | $18,113 | $18,233-0.7% | $17,268+4.9% | $12,562+44.2% |