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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 | $10,648 | $129,737-91.8% | $119,126-91.1% | $154,746-93.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 21.31% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,395 | $4,375-68.1% | $4,034-65.4% | $4,379-68.2% |
| Participant deferral / active EE | $2,775 | $5,842-52.5% | $5,318-47.8% | $6,730-58.8% |
| Admin fee / account holder | $534 | $11,961-95.5% | $10,693-95.0% | $14,365-96.3% |