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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 | $21,276 | $127,386-83.3% | $115,037-81.5% | $125,388-83.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 49.66% | 31.28%+18.4pp | 26.14%+23.5pp | 282.24%-232.6pp |
| Employer contribution / active EE | $999 | $5,166-80.7% | $4,608-78.3% | $4,866-79.5% |
| Participant deferral / active EE | $3,312 | $6,423-48.4% | $6,026-45.0% | $5,352-38.1% |
| Admin fee / account holder | $313 | $9,516-96.7% | $8,175-96.2% | $9,541-96.7% |