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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 | $13,977 | $212,386-93.4% | $199,883-93.0% | $138,895-89.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 36.35% | 47.75%-11.4pp | 43.81%-7.5pp | 145.39%-109.0pp |
| Employer contribution / active EE | $2,370 | $6,625-64.2% | $6,261-62.2% | $4,194-43.5% |
| Participant deferral / active EE | $3,239 | $9,617-66.3% | $9,138-64.6% | $6,396-49.4% |
| Admin fee / account holder | $786 | $18,233-95.7% | $17,268-95.4% | $12,562-93.7% |