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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 | $16,416 | $162,812-89.9% | $133,971-87.7% | $158,966-89.7% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 13.88% | 41.94%-28.1pp | 45.09%-31.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,000 | $4,976-59.8% | $3,919-49.0% | $4,762-58.0% |
| Participant deferral / active EE | $3,600 | $5,910-39.1% | $5,047-28.7% | $5,983-39.8% |
| Admin fee / account holder | $365 | $11,741-96.9% | $8,929-95.9% | $11,250-96.8% |