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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 | $7,139 | $156,398-95.4% | $147,318-95.2% | $138,895-94.9% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 16.98% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,735 | $4,853-43.6% | $4,593-40.4% | $4,194-34.8% |
| Participant deferral / active EE | $11,085 | $8,237+34.6% | $7,906+40.2% | $6,396+73.3% |
| Admin fee / account holder | $116,596 | $14,976+678.6% | $13,708+750.6% | $12,562+828.2% |