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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 | $10,267 | $181,062-94.3% | $158,223-93.5% | $155,188-93.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 73.77% | 57.39%+16.4pp | 52.09%+21.7pp | 148.84%-75.1pp |
| Employer contribution / active EE | $1,527 | $4,565-66.5% | $4,109-62.8% | $4,248-64.0% |
| Participant deferral / active EE | $3,120 | $6,134-49.1% | $5,467-42.9% | $6,531-52.2% |
| Admin fee / account holder | $706 | $18,825-96.2% | $16,047-95.6% | $14,480-95.1% |