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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 | $13,483 | $217,432-93.8% | $185,849-92.7% | $167,536-92.0% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.03% | 148.42%-130.4pp | 122.10%-104.1pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,107 | $5,875-64.1% | $5,169-59.2% | $4,839-56.5% |
| Participant deferral / active EE | $3,374 | $6,357-46.9% | $5,569-39.4% | $6,342-46.8% |
| Admin fee / account holder | $1,297 | $19,818-93.5% | $16,244-92.0% | $12,315-89.5% |