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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 | $15,557 | $63,365-75.4% | $91,994-83.1% | $72,976-78.7% |
| Participation rate | 67.2% | 72.5%-5.3pp | 78.6%-11.5pp | 69.5%-2.3pp |
| Annual return | 89.74% | 35.35%+54.4pp | 69.04%+20.7pp | 81.02%+8.7pp |
| Employer contribution / active EE | $2,722 | $2,116+28.6% | $3,453-21.2% | $2,440+11.5% |
| Participant deferral / active EE | $5,980 | $4,883+22.5% | $5,924+1.0% | $3,608+65.8% |
| Admin fee / account holder | $525 | $4,670-88.7% | $7,744-93.2% | $5,124-89.7% |