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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 | $14,258 | $127,387-88.8% | $115,038-87.6% | $125,389-88.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 5.29% | 31.28%-26.0pp | 26.14%-20.9pp | 282.24%-277.0pp |
| Employer contribution / active EE | $3,688 | $5,166-28.6% | $4,608-20.0% | $4,866-24.2% |
| Participant deferral / active EE | $4,125 | $6,423-35.8% | $6,026-31.6% | $5,352-22.9% |
| Admin fee / account holder | $3,058 | $9,516-67.9% | $8,175-62.6% | $9,541-68.0% |