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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 | $13,795 | $149,679-90.8% | $117,039-88.2% | $147,586-90.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 24.24% | 19.31%+4.9pp | 18.95%+5.3pp | 578.59%-554.4pp |
| Employer contribution / active EE | $3,704 | $4,937-25.0% | $3,785-2.1% | $4,876-24.0% |
| Participant deferral / active EE | $2,347 | $4,912-52.2% | $3,929-40.3% | $5,439-56.8% |
| Admin fee / account holder | $1,550 | $7,856-80.3% | $5,974-74.0% | $10,886-85.8% |