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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 | $14,375 | $154,228-90.7% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 34.32% | 74.59%-40.3pp | 66.58%-32.3pp | 220.34%-186.0pp |
| Employer contribution / active EE | $3,378 | $4,804-29.7% | $4,554-25.8% | $4,156-18.7% |
| Participant deferral / active EE | $5,256 | $8,216-36.0% | $7,897-33.4% | $6,407-18.0% |
| Admin fee / account holder | $3,281 | $14,344-77.1% | $13,129-75.0% | $12,270-73.3% |