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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 | $15,445 | $148,582-89.6% | $135,942-88.6% | $139,456-88.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 28.99% | 79.26%-50.3pp | 68.28%-39.3pp | 373.45%-344.5pp |
| Employer contribution / active EE | $1,463 | $5,245-72.1% | $4,858-69.9% | $4,753-69.2% |
| Participant deferral / active EE | $2,980 | $8,101-63.2% | $7,759-61.6% | $6,711-55.6% |
| Admin fee / account holder | $438 | $12,402-96.5% | $10,764-95.9% | $11,407-96.2% |