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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 | $9,620 | $156,616-93.9% | $133,346-92.8% | $198,609-95.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 20.47% | 44.25%-23.8pp | 36.85%-16.4pp | 202.70%-182.2pp |
| Employer contribution / active EE | $4,922 | $3,368+46.1% | $2,853+72.5% | $5,055-2.6% |
| Participant deferral / active EE | $5,459 | $4,920+11.0% | $4,332+26.0% | $6,977-21.8% |
| Admin fee / account holder | $1,305 | $17,468-92.5% | $14,264-90.9% | $19,030-93.1% |