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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 | $23,609 | $201,370-88.3% | $184,256-87.2% | $145,897-83.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 43.08% | 29.05%+14.0pp | 28.85%+14.2pp | 552.29%-509.2pp |
| Employer contribution / active EE | $2,002 | $7,024-71.5% | $6,427-68.9% | $4,663-57.1% |
| Participant deferral / active EE | $4,888 | $9,808-50.2% | $9,133-46.5% | $6,689-26.9% |
| Admin fee / account holder | $2,757 | $16,364-83.2% | $13,899-80.2% | $13,390-79.4% |