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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 | $10,086 | $127,387-92.1% | $115,038-91.2% | $125,389-92.0% |
| Participation rate | 41.2% | 84.2%-43.0pp | 81.4%-40.2pp | 83.2%-42.0pp |
| Annual return | 45.74% | 31.28%+14.5pp | 26.14%+19.6pp | 282.24%-236.5pp |
| Employer contribution / active EE | $940 | $5,166-81.8% | $4,608-79.6% | $4,866-80.7% |
| Participant deferral / active EE | $2,242 | $6,423-65.1% | $6,026-62.8% | $5,352-58.1% |
| Admin fee / account holder | $3,374 | $9,516-64.5% | $8,175-58.7% | $9,541-64.6% |