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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 | $112,729-91.5% | $98,716-90.3% | $137,256-93.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 20.47% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,922 | $2,725+80.6% | $2,279+116.0% | $4,156+18.4% |
| Participant deferral / active EE | $5,459 | $4,640+17.6% | $4,048+34.9% | $6,407-14.8% |
| Admin fee / account holder | $1,305 | $10,129-87.1% | $8,703-85.0% | $12,270-89.4% |