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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 | $16,070 | $223,823-92.8% | $211,142-92.4% | $154,746-89.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.97% | 50.39%-31.4pp | 46.84%-27.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $4,639 | $6,787-31.6% | $6,442-28.0% | $4,379+5.9% |
| Participant deferral / active EE | $5,051 | $9,750-48.2% | $9,284-45.6% | $6,730-25.0% |
| Admin fee / account holder | $8,951 | $19,707-54.6% | $19,076-53.1% | $14,365-37.7% |