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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 | $201,264-94.1% | $184,185-93.5% | $145,978-91.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.38% | 29.00%-16.6pp | 28.81%-16.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,974 | $7,021-57.6% | $6,426-53.7% | $4,662-36.2% |
| Participant deferral / active EE | $3,634 | $9,806-62.9% | $9,132-60.2% | $6,690-45.7% |
| Admin fee / account holder | $1,561 | $16,376-90.5% | $13,909-88.8% | $13,400-88.3% |