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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 | $9,642 | $132,634-92.7% | $115,768-91.7% | $137,256-93.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 17.20% | 160.70%-143.5pp | 100.46%-83.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,233 | $3,360-63.3% | $2,940-58.1% | $4,156-70.3% |
| Participant deferral / active EE | $1,587 | $5,619-71.7% | $4,917-67.7% | $6,407-75.2% |
| Admin fee / account holder | $1,289 | $15,028-91.4% | $12,439-89.6% | $12,270-89.5% |