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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 | $37,798 | $289,211-86.9% | $260,467-85.5% | $198,609-81.0% |
| Participation rate | 57.9% | 83.1%-25.2pp | 80.5%-22.6pp | 82.4%-24.5pp |
| Annual return | 17.72% | 112.90%-95.2pp | 100.60%-82.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,419 | $4,663-69.6% | $4,239-66.5% | $5,055-71.9% |
| Participant deferral / active EE | $1,686 | $6,812-75.3% | $6,319-73.3% | $6,977-75.8% |
| Admin fee / account holder | $1,998 | $16,236-87.7% | $15,461-87.1% | $19,030-89.5% |