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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 | $12,936 | $201,370-93.6% | $184,256-93.0% | $145,897-91.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 33.38% | 29.05%+4.3pp | 28.85%+4.5pp | 552.29%-518.9pp |
| Employer contribution / active EE | $1,624 | $7,024-76.9% | $6,427-74.7% | $4,663-65.2% |
| Participant deferral / active EE | $5,099 | $9,808-48.0% | $9,133-44.2% | $6,689-23.8% |
| Admin fee / account holder | $301 | $16,364-98.2% | $13,899-97.8% | $13,390-97.8% |