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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 | $18,892 | $201,259-90.6% | $184,200-89.7% | $145,959-87.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.30% | 28.98%-12.7pp | 28.80%-12.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,881 | $7,018-73.2% | $6,424-70.7% | $4,661-59.6% |
| Participant deferral / active EE | $3,982 | $9,806-59.4% | $9,132-56.4% | $6,689-40.5% |
| Admin fee / account holder | $1,056 | $16,372-93.6% | $13,907-92.4% | $13,398-92.1% |