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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 | $9,282 | $154,228-94.0% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.21% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,584 | $4,804-4.6% | $4,554+0.7% | $4,156+10.3% |
| Participant deferral / active EE | $7,768 | $8,216-5.5% | $7,897-1.6% | $6,407+21.3% |
| Admin fee / account holder | $3,861 | $14,344-73.1% | $13,129-70.6% | $12,270-68.5% |