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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 | $15,962 | $183,592-91.3% | $155,574-89.7% | $145,877-89.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.03% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,292 | $5,317-56.9% | $4,676-51.0% | $4,663-50.8% |
| Participant deferral / active EE | $7,423 | $6,466+14.8% | $5,629+31.9% | $6,691+10.9% |
| Admin fee / account holder | $2,902 | $19,316-85.0% | $15,914-81.8% | $13,402-78.3% |