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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 | $14,498 | $117,846-87.7% | $102,434-85.8% | $145,884-90.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.63% | 31.90%-14.3pp | 29.46%-11.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,042 | $3,615-15.8% | $3,023+0.6% | $4,662-34.7% |
| Participant deferral / active EE | $6,888 | $5,733+20.1% | $5,055+36.3% | $6,690+3.0% |
| Admin fee / account holder | $8,872 | $13,356-33.6% | $9,462-6.2% | $13,392-33.8% |