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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 | $16,716 | $196,972-91.5% | $182,262-90.8% | $198,609-91.6% |
| Participation rate | 54.5% | 85.7%-31.2pp | 84.2%-29.7pp | 82.4%-27.8pp |
| Annual return | 21.68% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,127 | $5,364-60.3% | $5,046-57.8% | $5,055-57.9% |
| Participant deferral / active EE | $4,262 | $8,643-50.7% | $8,276-48.5% | $6,977-38.9% |
| Admin fee / account holder | $8,402 | $18,429-54.4% | $16,712-49.7% | $19,030-55.9% |