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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 | $21,464 | $201,370-89.3% | $184,256-88.4% | $145,897-85.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.33% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $5,353 | $7,024-23.8% | $6,427-16.7% | $4,663+14.8% |
| Participant deferral / active EE | $8,886 | $9,808-9.4% | $9,133-2.7% | $6,689+32.8% |
| Admin fee / account holder | $1,361 | $16,364-91.7% | $13,899-90.2% | $13,390-89.8% |