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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 | $27,923 | $223,823-87.5% | $211,142-86.8% | $154,746-82.0% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 19.94% | 50.39%-30.4pp | 46.84%-26.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,045 | $6,787-40.4% | $6,442-37.2% | $4,379-7.6% |
| Participant deferral / active EE | $7,371 | $9,750-24.4% | $9,284-20.6% | $6,730+9.5% |
| Admin fee / account holder | $12,336 | $19,707-37.4% | $19,076-35.3% | $14,365-14.1% |