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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 | $20,686 | $201,372-89.7% | $184,260-88.8% | $145,884-85.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.77% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,336 | $7,024-52.5% | $6,427-48.1% | $4,662-28.4% |
| Participant deferral / active EE | $5,079 | $9,808-48.2% | $9,133-44.4% | $6,690-24.1% |
| Admin fee / account holder | $4,964 | $16,362-69.7% | $13,898-64.3% | $13,392-62.9% |