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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 | $17,474 | $72,273-75.8% | $101,275-82.7% | $79,856-78.1% |
| Participation rate | 57.9% | 68.5%-10.6pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | 213.96% | 22.30%+191.7pp | 46.48%+167.5pp | 31.71%+182.2pp |
| Employer contribution / active EE | $6,046 | $2,691+124.7% | $3,660+65.2% | $2,471+144.7% |
| Participant deferral / active EE | $10,725 | $3,282+226.8% | $4,371+145.4% | $3,741+186.7% |
| Admin fee / account holder | $5,546 | $4,401+26.0% | $5,948-6.8% | $5,306+4.5% |