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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 | $17,455 | $162,136-89.2% | $152,301-88.5% | $154,746-88.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 13.12% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,329 | $4,890-72.8% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $3,348 | $8,341-59.9% | $8,004-58.2% | $6,730-50.3% |
| Admin fee / account holder | $15,332 | $15,759-2.7% | $14,398+6.5% | $14,365+6.7% |