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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 | $29,828 | $167,415-82.2% | $140,514-78.8% | $198,609-85.0% |
| Participation rate | 60.0% | 80.9%-20.9pp | 77.8%-17.8pp | 82.4%-22.4pp |
| Annual return | 37.11% | 13.85%+23.3pp | 14.36%+22.8pp | 202.70%-165.6pp |
| Employer contribution / active EE | $3,578 | $4,088-12.5% | $3,378+5.9% | $5,055-29.2% |
| Participant deferral / active EE | $10,598 | $5,579+90.0% | $4,919+115.5% | $6,977+51.9% |
| Admin fee / account holder | $560 | $16,730-96.7% | $13,697-95.9% | $19,030-97.1% |