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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 | $155,555-95.4% | $146,866-95.1% | $155,188-95.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 16.98% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,735 | $4,647-41.1% | $4,425-38.2% | $4,248-35.6% |
| Participant deferral / active EE | $11,085 | $8,044+37.8% | $7,759+42.9% | $6,531+69.7% |
| Admin fee / account holder | $116,596 | $14,755+690.2% | $13,620+756.1% | $14,480+705.2% |