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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 | $12,205 | $185,312-93.4% | $161,489-92.4% | $154,746-92.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 45.97% | 103.84%-57.9pp | 89.72%-43.8pp | 172.34%-126.4pp |
| Employer contribution / active EE | $2,949 | $4,769-38.2% | $4,268-30.9% | $4,379-32.6% |
| Participant deferral / active EE | $5,190 | $6,350-18.3% | $5,630-7.8% | $6,730-22.9% |
| Admin fee / account holder | $649 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |