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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 | $20,587 | $227,399-90.9% | $189,758-89.2% | $198,609-89.6% |
| Participation rate | 64.7% | 84.0%-19.3pp | 79.8%-15.1pp | 82.4%-17.7pp |
| Annual return | 26.07% | 61.03%-35.0pp | 52.62%-26.6pp | 202.70%-176.6pp |
| Employer contribution / active EE | $2,789 | $5,526-49.5% | $4,767-41.5% | $5,055-44.8% |
| Participant deferral / active EE | $4,388 | $6,837-35.8% | $5,856-25.1% | $6,977-37.1% |
| Admin fee / account holder | $3,197 | $25,162-87.3% | $20,388-84.3% | $19,030-83.2% |