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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 | $10,014 | $141,004-92.9% | $112,273-91.1% | $139,466-92.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 27.40% | 32.75%-5.4pp | 30.23%-2.8pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,544 | $4,285-64.0% | $3,431-55.0% | $4,754-67.5% |
| Participant deferral / active EE | $4,367 | $5,878-25.7% | $4,800-9.0% | $6,712-34.9% |
| Admin fee / account holder | $1,177 | $9,959-88.2% | $7,752-84.8% | $11,409-89.7% |