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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 | $15,649 | $183,516-91.5% | $155,534-89.9% | $145,884-89.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.80% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,684 | $5,315-68.3% | $4,675-64.0% | $4,662-63.9% |
| Participant deferral / active EE | $2,404 | $6,467-62.8% | $5,630-57.3% | $6,690-64.1% |
| Admin fee / account holder | $470 | $19,293-97.6% | $15,900-97.0% | $13,392-96.5% |