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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 | $15,290 | $162,136-90.6% | $152,301-90.0% | $154,746-90.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 29.90% | 91.02%-61.1pp | 80.50%-50.6pp | 172.34%-142.4pp |
| Employer contribution / active EE | $944 | $4,890-80.7% | $4,624-79.6% | $4,379-78.4% |
| Participant deferral / active EE | $4,644 | $8,341-44.3% | $8,004-42.0% | $6,730-31.0% |
| Admin fee / account holder | $1,876 | $15,759-88.1% | $14,398-87.0% | $14,365-86.9% |