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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 | $11,944 | $201,372-94.1% | $184,260-93.5% | $145,884-91.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.38% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,974 | $7,024-57.7% | $6,427-53.7% | $4,662-36.2% |
| Participant deferral / active EE | $3,634 | $9,808-63.0% | $9,133-60.2% | $6,690-45.7% |
| Admin fee / account holder | $1,561 | $16,362-90.5% | $13,898-88.8% | $13,392-88.3% |