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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 | $14,864 | $135,956-89.1% | $123,894-88.0% | $273,972-94.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 3.98% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $9,641 | $5,170+86.5% | $4,617+108.8% | $4,869+98.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,500 | $9,817+17.1% | $8,357+37.6% | $10,133+13.5% |