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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 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.12% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,634 | $4,804-24.3% | $4,554-20.2% | $4,156-12.6% |
| Participant deferral / active EE | $3,995 | $8,216-51.4% | $7,897-49.4% | $6,407-37.6% |
| Admin fee / account holder | $6,571 | $14,344-54.2% | $13,129-49.9% | $12,270-46.4% |