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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 | $3,660 | $99,053-96.3% | $88,179-95.8% | $138,895-97.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 15.30% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $721 | $2,882-75.0% | $2,549-71.7% | $4,194-82.8% |
| Participant deferral / active EE | $946 | $5,225-81.9% | $4,614-79.5% | $6,396-85.2% |
| Admin fee / account holder | $1,453 | $8,748-83.4% | $7,673-81.1% | $12,562-88.4% |