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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 | $12,616 | $183,627-93.1% | $155,602-91.9% | $145,978-91.4% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 17.45% | 61.32%-43.9pp | 64.81%-47.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,708 | $5,316-67.9% | $4,675-63.5% | $4,662-63.4% |
| Participant deferral / active EE | $2,491 | $6,466-61.5% | $5,629-55.8% | $6,690-62.8% |
| Admin fee / account holder | $1,067 | $19,327-94.5% | $15,923-93.3% | $13,400-92.0% |