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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 | $11,659 | $48,432-75.9% | $121,169-90.4% | $71,495-83.7% |
| Participation rate | 65.7% | 54.3%+11.4pp | 69.5%-3.8pp | 67.9%-2.2pp |
| Annual return | 36.73% | 23.28%+13.5pp | 986.71%-950.0pp | 28.85%+7.9pp |
| Employer contribution / active EE | $1,466 | $1,493-1.8% | $4,168-64.8% | $2,589-43.4% |
| Participant deferral / active EE | $2,441 | $2,756-11.4% | $4,083-40.2% | $4,291-43.1% |
| Admin fee / account holder | $1,042 | $1,845-43.5% | $5,645-81.6% | $1,588-34.4% |