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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 | $14,767 | $155,555-90.5% | $146,866-89.9% | $155,188-90.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.93% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,594 | $4,647-44.2% | $4,425-41.4% | $4,248-38.9% |
| Participant deferral / active EE | $4,036 | $8,044-49.8% | $7,759-48.0% | $6,531-38.2% |
| Admin fee / account holder | $7,174 | $14,755-51.4% | $13,620-47.3% | $14,480-50.5% |