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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 | $14,745 | $87,225-83.1% | $158,226-90.7% | $94,015-84.3% |
| Participation rate | 68.6% | 67.9%+0.6pp | 74.8%-6.3pp | 70.8%-2.2pp |
| Annual return | 22.42% | 16.34%+6.1pp | 501.41%-479.0pp | 17.84%+4.6pp |
| Employer contribution / active EE | $1,110 | $2,217-49.9% | $2,986-62.8% | $2,790-60.2% |
| Participant deferral / active EE | $1,677 | $3,405-50.7% | $4,317-61.1% | $4,249-60.5% |
| Admin fee / account holder | $707 | $7,888-91.0% | $10,217-93.1% | $8,951-92.1% |