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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 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 21.68% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,127 | $4,890-56.5% | $4,624-54.0% | $4,379-51.4% |
| Participant deferral / active EE | $4,262 | $8,341-48.9% | $8,004-46.7% | $6,730-36.7% |
| Admin fee / account holder | $8,402 | $15,759-46.7% | $14,398-41.6% | $14,365-41.5% |