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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 | $15,095 | $185,830-91.9% | $170,004-91.1% | $139,427-89.2% |
| Participation rate | 60.9% | 87.8%-26.9pp | 87.0%-26.1pp | 80.3%-19.5pp |
| Annual return | 25.61% | 60.52%-34.9pp | 53.39%-27.8pp | 373.27%-347.7pp |
| Employer contribution / active EE | $2,079 | $7,591-72.6% | $6,786-69.4% | $4,752-56.2% |
| Participant deferral / active EE | $3,202 | $11,622-72.4% | $10,408-69.2% | $6,711-52.3% |
| Admin fee / account holder | $2,182 | $15,381-85.8% | $12,816-83.0% | $11,404-80.9% |