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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 | $12,122 | $201,370-94.0% | $184,256-93.4% | $145,897-91.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 15.93% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,041 | $7,024-70.9% | $6,427-68.2% | $4,663-56.2% |
| Participant deferral / active EE | $3,670 | $9,808-62.6% | $9,133-59.8% | $6,689-45.1% |
| Admin fee / account holder | $11,957 | $16,364-26.9% | $13,899-14.0% | $13,390-10.7% |