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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 | $16,235 | $141,004-88.5% | $112,273-85.5% | $139,456-88.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 42.47% | 32.75%+9.7pp | 30.23%+12.2pp | 373.45%-331.0pp |
| Employer contribution / active EE | $2,718 | $4,285-36.6% | $3,431-20.8% | $4,753-42.8% |
| Participant deferral / active EE | $4,564 | $5,878-22.4% | $4,800-4.9% | $6,711-32.0% |
| Admin fee / account holder | $548 | $9,959-94.5% | $7,752-92.9% | $11,407-95.2% |