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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 | $11,790 | $183,627-93.6% | $155,602-92.4% | $145,978-91.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 31.15% | 61.32%-30.2pp | 64.81%-33.7pp | 550.52%-519.4pp |
| Employer contribution / active EE | $2,572 | $5,316-51.6% | $4,675-45.0% | $4,662-44.8% |
| Participant deferral / active EE | $3,191 | $6,466-50.7% | $5,629-43.3% | $6,690-52.3% |
| Admin fee / account holder | $510 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |