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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 | $18,694 | $176,120-89.4% | $159,487-88.3% | $167,553-88.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.02% | 331.95%-310.9pp | 263.71%-242.7pp | 478.89%-457.9pp |
| Employer contribution / active EE | $4,840 | $5,299-8.7% | $4,831+0.2% | $4,8400% |
| Participant deferral / active EE | $9,133 | $7,752+17.8% | $7,354+24.2% | $6,343+44.0% |
| Admin fee / account holder | $11,016 | $12,561-12.3% | $10,804+2.0% | $12,316-10.6% |