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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 | $14,472 | $129,737-88.8% | $119,126-87.9% | $154,746-90.6% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 19.50% | 379.08%-359.6pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,204 | $4,375-49.6% | $4,034-45.4% | $4,379-49.7% |
| Participant deferral / active EE | $2,570 | $5,842-56.0% | $5,318-51.7% | $6,730-61.8% |
| Admin fee / account holder | $785 | $11,961-93.4% | $10,693-92.7% | $14,365-94.5% |