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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 | $14,918 | $125,190-88.1% | $105,624-85.9% | $145,897-89.8% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.1pp |
| Annual return | 13.57% | 225.22%-211.6pp | 116.20%-102.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,827 | $3,720-50.9% | $3,168-42.3% | $4,663-60.8% |
| Participant deferral / active EE | $2,425 | $5,716-57.6% | $5,013-51.6% | $6,689-63.8% |
| Admin fee / account holder | $1,989 | $17,138-88.4% | $10,961-81.9% | $13,390-85.1% |