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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 | $10,433 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.87% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,551 | $4,804-67.7% | $4,554-65.9% | $4,156-62.7% |
| Participant deferral / active EE | $6,850 | $8,216-16.6% | $7,897-13.3% | $6,407+6.9% |
| Admin fee / account holder | $26,846 | $14,344+87.2% | $13,129+104.5% | $12,270+118.8% |