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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 | $20,011 | $289,211-93.1% | $260,467-92.3% | $198,609-89.9% |
| Participation rate | 58.3% | 83.1%-24.8pp | 80.5%-22.1pp | 82.4%-24.0pp |
| Annual return | 13.98% | 112.90%-98.9pp | 100.60%-86.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,153 | $4,663-75.3% | $4,239-72.8% | $5,055-77.2% |
| Participant deferral / active EE | $1,718 | $6,812-74.8% | $6,319-72.8% | $6,977-75.4% |
| Admin fee / account holder | $919 | $16,236-94.3% | $15,461-94.1% | $19,030-95.2% |