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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 | $9,481 | $183,627-94.8% | $155,602-93.9% | $145,978-93.5% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 15.66% | 61.32%-45.7pp | 64.81%-49.1pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,194 | $5,316-77.5% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $2,660 | $6,466-58.9% | $5,629-52.7% | $6,690-60.2% |
| Admin fee / account holder | $517 | $19,327-97.3% | $15,923-96.8% | $13,400-96.1% |