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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 | $201,264-88.3% | $184,185-87.2% | $145,978-83.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 43.08% | 29.00%+14.1pp | 28.81%+14.3pp | 550.52%-507.4pp |
| Employer contribution / active EE | $2,002 | $7,021-71.5% | $6,426-68.9% | $4,662-57.1% |
| Participant deferral / active EE | $4,888 | $9,806-50.2% | $9,132-46.5% | $6,690-26.9% |
| Admin fee / account holder | $2,757 | $16,376-83.2% | $13,909-80.2% | $13,400-79.4% |