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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 | $31,672 | $275,752-88.5% | $256,809-87.7% | $198,609-84.1% |
| Participation rate | 55.6% | 89.2%-33.6pp | 88.5%-33.0pp | 82.4%-26.8pp |
| Annual return | 15.50% | 34.81%-19.3pp | 32.73%-17.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,341 | $10,037-16.9% | $9,520-12.4% | $6,977+19.6% |
| Admin fee / account holder | $2,925 | $25,716-88.6% | $25,146-88.4% | $19,030-84.6% |