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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 | $124,980-92.3% | $108,359-91.1% | $154,746-93.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 20.47% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $4,922 | $2,851+72.7% | $2,399+105.1% | $4,379+12.4% |
| Participant deferral / active EE | $5,459 | $4,743+15.1% | $4,137+32.0% | $6,730-18.9% |
| Admin fee / account holder | $1,305 | $11,502-88.7% | $9,741-86.6% | $14,365-90.9% |