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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 | $19,068 | $118,695-83.9% | $98,916-80.7% | $158,950-88.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 18.10% | 372.39%-354.3pp | 196.45%-178.4pp | 302.91%-284.8pp |
| Employer contribution / active EE | $2,494 | $3,333-25.2% | $2,689-7.3% | $4,762-47.6% |
| Participant deferral / active EE | $4,430 | $5,088-12.9% | $4,245+4.4% | $5,983-26.0% |
| Admin fee / account holder | $2,368 | $10,132-76.6% | $6,642-64.4% | $11,248-78.9% |