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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 | $14,416 | $155,555-90.7% | $146,866-90.2% | $155,188-90.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.91% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,298 | $4,647+35.5% | $4,425+42.3% | $4,248+48.3% |
| Participant deferral / active EE | $11,867 | $8,044+47.5% | $7,759+52.9% | $6,531+81.7% |
| Admin fee / account holder | $27,266 | $14,755+84.8% | $13,620+100.2% | $14,480+88.3% |