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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 | $23,459 | $212,386-89.0% | $199,883-88.3% | $138,895-83.1% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.21% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $4,549 | $6,625-31.3% | $6,261-27.3% | $4,194+8.5% |
| Participant deferral / active EE | $16,339 | $9,617+69.9% | $9,138+78.8% | $6,396+155.4% |
| Admin fee / account holder | $18,032 | $18,233-1.1% | $17,268+4.4% | $12,562+43.5% |