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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 | $10,474 | $58,391-82.1% | $76,667-86.3% | $72,976-85.6% |
| Participation rate | 68.0% | 67.4%+0.6pp | 72.1%-4.1pp | 69.5%-1.5pp |
| Annual return | 27.67% | 2306.65%-2279.0pp | 1166.74%-1139.1pp | 81.02%-53.3pp |
| Employer contribution / active EE | $1,473 | $1,787-17.6% | $2,303-36.1% | $2,440-39.6% |
| Participant deferral / active EE | $2,725 | $2,690+1.3% | $3,336-18.3% | $3,608-24.5% |
| Admin fee / account holder | $327 | $4,014-91.8% | $6,423-94.9% | $5,124-93.6% |