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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 | $227,291-92.9% | $214,702-92.5% | $155,188-89.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 18.97% | 60.08%-41.1pp | 54.55%-35.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,639 | $6,772-31.5% | $6,461-28.2% | $4,248+9.2% |
| Participant deferral / active EE | $5,051 | $9,582-47.3% | $9,147-44.8% | $6,531-22.7% |
| Admin fee / account holder | $8,951 | $20,413-56.2% | $19,830-54.9% | $14,480-38.2% |