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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 | $9,747 | $185,856-94.8% | $170,028-94.3% | $139,456-93.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.10% | 60.52%-36.4pp | 53.39%-29.3pp | 373.45%-349.3pp |
| Employer contribution / active EE | $4,547 | $7,593-40.1% | $6,788-33.0% | $4,753-4.3% |
| Participant deferral / active EE | $5,834 | $11,623-49.8% | $10,409-44.0% | $6,711-13.1% |
| Admin fee / account holder | $5,489 | $15,387-64.3% | $12,820-57.2% | $11,407-51.9% |