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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 | $12,007 | $114,237-89.5% | $119,258-89.9% | $167,536-92.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.1pp | 82.1%-15.4pp |
| Annual return | 32.46% | 29.87%+2.6pp | 30.69%+1.8pp | 478.82%-446.4pp |
| Employer contribution / active EE | $2,285 | $4,481-49.0% | $4,384-47.9% | $4,839-52.8% |
| Participant deferral / active EE | $3,023 | $6,084-50.3% | $6,111-50.5% | $6,342-52.3% |
| Admin fee / account holder | $665 | $8,932-92.6% | $7,226-90.8% | $12,315-94.6% |