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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 | $209,336-93.9% | $197,124-93.5% | $137,256-90.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.26% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,553 | $6,591-61.3% | $6,227-59.0% | $4,156-38.6% |
| Participant deferral / active EE | $3,036 | $9,614-68.4% | $9,135-66.8% | $6,407-52.6% |
| Admin fee / account holder | $18,113 | $17,308+4.7% | $16,298+11.1% | $12,270+47.6% |