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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 | $13,764 | $90,745-84.8% | $130,231-89.4% | $75,173-81.7% |
| Participation rate | 66.7% | 71.1%-4.4pp | 76.3%-9.6pp | 67.2%-0.5pp |
| Annual return | 108.87% | 34.45%+74.4pp | 38.86%+70.0pp | 160.72%-51.9pp |
| Employer contribution / active EE | $2,564 | $3,314-22.6% | $4,126-37.8% | $2,671-4.0% |
| Participant deferral / active EE | $2,922 | $5,362-45.5% | $6,799-57.0% | $4,126-29.2% |
| Admin fee / account holder | $5,803 | $6,331-8.3% | $6,020-3.6% | $5,651+2.7% |