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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 | $18,699 | $228,352-91.8% | $185,835-89.9% | $158,966-88.2% |
| Participation rate | 56.3% | 82.3%-26.1pp | 78.0%-21.8pp | 82.0%-25.7pp |
| Annual return | 9.95% | 40.81%-30.9pp | 35.96%-26.0pp | 302.95%-293.0pp |
| Employer contribution / active EE | $766 | $4,967-84.6% | $4,087-81.2% | $4,762-83.9% |
| Participant deferral / active EE | $6,059 | $6,416-5.6% | $5,633+7.6% | $5,983+1.3% |
| Admin fee / account holder | $5,608 | $11,867-52.7% | $9,502-41.0% | $11,250-50.2% |