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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 | $18,100 | $117,846-84.6% | $102,434-82.3% | $145,884-87.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 18.63% | 31.90%-13.3pp | 29.46%-10.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $3,967 | $3,615+9.8% | $3,023+31.2% | $4,662-14.9% |
| Participant deferral / active EE | $7,495 | $5,733+30.7% | $5,055+48.3% | $6,690+12.0% |
| Admin fee / account holder | $324 | $13,356-97.6% | $9,462-96.6% | $13,392-97.6% |