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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 | $209,336-92.3% | $197,124-91.8% | $137,256-88.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.97% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,639 | $6,591-29.6% | $6,227-25.5% | $4,156+11.6% |
| Participant deferral / active EE | $5,051 | $9,614-47.5% | $9,135-44.7% | $6,407-21.2% |
| Admin fee / account holder | $8,951 | $17,308-48.3% | $16,298-45.1% | $12,270-27.1% |