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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 | $16,416 | $135,956-87.9% | $123,894-86.8% | $273,972-94.0% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 7.61% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,374 | $5,170-34.7% | $4,617-26.9% | $4,869-30.7% |
| Participant deferral / active EE | $6,442 | $6,343+1.6% | $5,984+7.6% | $5,287+21.8% |
| Admin fee / account holder | $626 | $9,817-93.6% | $8,357-92.5% | $10,133-93.8% |