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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 | $9,944 | $155,555-93.6% | $146,866-93.2% | $155,188-93.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.09% | 115.41%-99.3pp | 102.85%-86.8pp | 148.84%-132.7pp |
| Employer contribution / active EE | $7,051 | $4,647+51.7% | $4,425+59.3% | $4,248+66.0% |
| Participant deferral / active EE | $8,245 | $8,044+2.5% | $7,759+6.3% | $6,531+26.2% |
| Admin fee / account holder | $11,786 | $14,755-20.1% | $13,620-13.5% | $14,480-18.6% |