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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 | $16,093 | $162,812-90.1% | $133,971-88.0% | $158,966-89.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.86% | 41.94%-28.1pp | 45.09%-31.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $5,553 | $4,976+11.6% | $3,919+41.7% | $4,762+16.6% |
| Participant deferral / active EE | $1,887 | $5,910-68.1% | $5,047-62.6% | $5,983-68.5% |
| Admin fee / account holder | $693 | $11,741-94.1% | $8,929-92.2% | $11,250-93.8% |