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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 | $8,699 | $70,587-87.7% | $124,693-93.0% | $85,847-89.9% |
| Participation rate | 66.1% | 64.4%+1.7pp | 74.6%-8.5pp | 69.3%-3.2pp |
| Annual return | 17.52% | 20688.83%-20671.3pp | 5144.19%-5126.7pp | 318.61%-301.1pp |
| Employer contribution / active EE | $1,006 | $1,913-47.4% | $3,324-69.7% | $2,565-60.8% |
| Participant deferral / active EE | $1,685 | $2,969-43.2% | $4,615-63.5% | $3,952-57.4% |
| Admin fee / account holder | $789 | $5,282-85.1% | $7,494-89.5% | $6,261-87.4% |