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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 | $13,695 | $196,972-93.0% | $182,262-92.5% | $198,609-93.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 24.12% | 158.27%-134.2pp | 140.60%-116.5pp | 202.70%-178.6pp |
| Employer contribution / active EE | $3,634 | $5,364-32.2% | $5,046-28.0% | $5,055-28.1% |
| Participant deferral / active EE | $3,995 | $8,643-53.8% | $8,276-51.7% | $6,977-42.7% |
| Admin fee / account holder | $6,571 | $18,429-64.3% | $16,712-60.7% | $19,030-65.5% |