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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 | $10,957 | $162,136-93.2% | $152,301-92.8% | $154,746-92.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.38% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,125 | $4,890-77.0% | $4,624-75.7% | $4,379-74.3% |
| Participant deferral / active EE | $3,115 | $8,341-62.6% | $8,004-61.1% | $6,730-53.7% |
| Admin fee / account holder | $341 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |