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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 | $26,070 | $201,370-87.1% | $184,256-85.9% | $145,897-82.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.06% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,711 | $7,024-61.4% | $6,427-57.8% | $4,663-41.9% |
| Participant deferral / active EE | $5,937 | $9,808-39.5% | $9,133-35.0% | $6,689-11.2% |
| Admin fee / account holder | $16,942 | $16,364+3.5% | $13,899+21.9% | $13,390+26.5% |