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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 | $8,567 | $86,288-90.1% | $111,306-92.3% | $85,851-90.0% |
| Participation rate | 69.0% | 73.3%-4.4pp | 77.3%-8.4pp | 69.3%-0.4pp |
| Annual return | 19.42% | 19.99%-0.6pp | 54.67%-35.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $818 | $2,044-60.0% | $2,732-70.1% | $2,565-68.1% |
| Participant deferral / active EE | $2,584 | $3,641-29.0% | $4,488-42.4% | $3,952-34.6% |
| Admin fee / account holder | $418 | $8,189-94.9% | $7,966-94.8% | $6,261-93.3% |