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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 | $15,432 | $112,915-86.3% | $90,965-83.0% | $158,950-90.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 40.76% | 215.75%-175.0pp | 134.57%-93.8pp | 302.91%-262.1pp |
| Employer contribution / active EE | $2,660 | $2,894-8.1% | $2,122+25.3% | $4,762-44.1% |
| Participant deferral / active EE | $3,528 | $4,128-14.5% | $3,373+4.6% | $5,983-41.0% |
| Admin fee / account holder | $1,066 | $8,044-86.7% | $5,960-82.1% | $11,248-90.5% |