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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 | $9,331 | $141,004-93.4% | $112,273-91.7% | $139,456-93.3% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 32.31% | 32.75%-0.4pp | 30.23%+2.1pp | 373.45%-341.1pp |
| Employer contribution / active EE | $2,027 | $4,285-52.7% | $3,431-40.9% | $4,753-57.4% |
| Participant deferral / active EE | $2,106 | $5,878-64.2% | $4,800-56.1% | $6,711-68.6% |
| Admin fee / account holder | $1,492 | $9,959-85.0% | $7,752-80.8% | $11,407-86.9% |