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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 | $13,042 | $183,627-92.9% | $155,602-91.6% | $145,978-91.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.98% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,135 | $5,316-78.6% | $4,675-75.7% | $4,662-75.6% |
| Participant deferral / active EE | $2,312 | $6,466-64.2% | $5,629-58.9% | $6,690-65.4% |
| Admin fee / account holder | $1,046 | $19,327-94.6% | $15,923-93.4% | $13,400-92.2% |