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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 | $29,910 | $227,399-86.8% | $189,758-84.2% | $198,609-84.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 16.92% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,472 | $5,526-55.3% | $4,767-48.1% | $5,055-51.1% |
| Participant deferral / active EE | $5,581 | $6,837-18.4% | $5,856-4.7% | $6,977-20.0% |
| Admin fee / account holder | $2,387 | $25,162-90.5% | $20,388-88.3% | $19,030-87.5% |