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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 | $24,170 | $201,372-88.0% | $184,260-86.9% | $145,884-83.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.60% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $8,091 | $7,024+15.2% | $6,427+25.9% | $4,662+73.5% |
| Participant deferral / active EE | $21,913 | $9,808+123.4% | $9,133+139.9% | $6,690+227.6% |
| Admin fee / account holder | $9,693 | $16,362-40.8% | $13,898-30.3% | $13,392-27.6% |