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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 | $21,001 | $228,395-90.8% | $185,861-88.7% | $158,982-86.8% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 10.23% | 40.82%-30.6pp | 35.96%-25.7pp | 302.99%-292.8pp |
| Employer contribution / active EE | $928 | $4,968-81.3% | $4,088-77.3% | $4,763-80.5% |
| Participant deferral / active EE | $1,476 | $6,417-77.0% | $5,634-73.8% | $5,983-75.3% |
| Admin fee / account holder | $3,783 | $11,869-68.1% | $9,503-60.2% | $11,252-66.4% |