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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 | $13,866 | $118,488-88.3% | $98,462-85.9% | $139,487-90.1% |
| Participation rate | 69.6% | 77.5%-7.9pp | 75.2%-5.6pp | 80.3%-10.8pp |
| Annual return | 30.59% | 18.96%+11.6pp | 21.17%+9.4pp | 373.84%-343.3pp |
| Employer contribution / active EE | $2,176 | $3,611-39.7% | $3,049-28.6% | $4,755-54.2% |
| Participant deferral / active EE | $4,938 | $5,393-8.4% | $4,738+4.2% | $6,713-26.4% |
| Admin fee / account holder | $2,489 | $13,868-82.1% | $8,875-72.0% | $11,407-78.2% |