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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 | $14,930 | $118,708-87.4% | $98,920-84.9% | $158,966-90.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 15.09% | 372.49%-357.4pp | 196.47%-181.4pp | 302.95%-287.9pp |
| Employer contribution / active EE | $3,063 | $3,334-8.1% | $2,689+13.9% | $4,762-35.7% |
| Participant deferral / active EE | $4,335 | $5,089-14.8% | $4,245+2.1% | $5,983-27.6% |
| Admin fee / account holder | $4,950 | $10,134-51.1% | $6,643-25.5% | $11,250-56.0% |