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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 | $16,307 | $162,136-89.9% | $152,301-89.3% | $154,746-89.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 26.39% | 91.02%-64.6pp | 80.50%-54.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $975 | $4,890-80.1% | $4,624-78.9% | $4,379-77.7% |
| Participant deferral / active EE | $3,294 | $8,341-60.5% | $8,004-58.8% | $6,730-51.1% |
| Admin fee / account holder | $874 | $15,759-94.5% | $14,398-93.9% | $14,365-93.9% |