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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 | $10,452 | $70,587-85.2% | $124,693-91.6% | $85,847-87.8% |
| Participation rate | 69.2% | 64.4%+4.8pp | 74.6%-5.4pp | 69.3%-0.1pp |
| Annual return | 14.11% | 20688.83%-20674.7pp | 5144.19%-5130.1pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,358 | $1,913-29.0% | $3,324-59.2% | $2,565-47.1% |
| Participant deferral / active EE | $3,001 | $2,969+1.1% | $4,615-35.0% | $3,952-24.1% |
| Admin fee / account holder | $681 | $5,282-87.1% | $7,494-90.9% | $6,261-89.1% |