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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 | $13,510 | $148,623-90.9% | $135,974-90.1% | $139,466-90.3% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.84% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,547 | $5,246-70.5% | $4,859-68.2% | $4,754-67.5% |
| Participant deferral / active EE | $3,600 | $8,103-55.6% | $7,760-53.6% | $6,712-46.4% |
| Admin fee / account holder | $506 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |