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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 | $11,565 | $185,312-93.8% | $161,489-92.8% | $154,746-92.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.86% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,006 | $4,769-78.9% | $4,268-76.4% | $4,379-77.0% |
| Participant deferral / active EE | $4,682 | $6,350-26.3% | $5,630-16.8% | $6,730-30.4% |
| Admin fee / account holder | $2,647 | $18,654-85.8% | $16,006-83.5% | $14,365-81.6% |