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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 | $15,786 | $157,296-90.0% | $141,191-88.8% | $152,897-89.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 32.69% | 64.34%-31.7pp | 71.41%-38.7pp | 345.43%-312.7pp |
| Employer contribution / active EE | $5,329 | $5,262+1.3% | $4,736+12.5% | $4,764+11.9% |
| Participant deferral / active EE | $7,004 | $7,111-1.5% | $6,710+4.4% | $5,851+19.7% |
| Admin fee / account holder | $953 | $12,125-92.1% | $10,264-90.7% | $11,599-91.8% |