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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 | $16,108 | $201,344-92.0% | $184,243-91.3% | $145,877-89.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 14.05% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,064 | $7,022-70.6% | $6,427-67.9% | $4,663-55.7% |
| Participant deferral / active EE | $6,165 | $9,807-37.1% | $9,132-32.5% | $6,691-7.9% |
| Admin fee / account holder | $14,051 | $16,382-14.2% | $13,914+1.0% | $13,402+4.8% |