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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 | $12,693 | $232,540-94.5% | $185,117-93.1% | $147,586-91.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 15.07% | 43.03%-28.0pp | 40.50%-25.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,099 | $5,195-78.8% | $4,182-73.7% | $4,876-77.5% |
| Participant deferral / active EE | $1,870 | $5,834-68.0% | $5,045-62.9% | $5,439-65.6% |
| Admin fee / account holder | $799 | $10,275-92.2% | $8,159-90.2% | $10,886-92.7% |