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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 | $12,609 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.32% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,511 | $4,769-47.3% | $4,268-41.2% | $4,379-42.6% |
| Participant deferral / active EE | $3,238 | $6,350-49.0% | $5,630-42.5% | $6,730-51.9% |
| Admin fee / account holder | $366 | $18,654-98.0% | $16,006-97.7% | $14,365-97.5% |