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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 | $156,398-93.6% | $147,318-93.2% | $138,895-92.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.09% | 78.75%-62.7pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $7,051 | $4,853+45.3% | $4,593+53.5% | $4,194+68.1% |
| Participant deferral / active EE | $8,245 | $8,237+0.1% | $7,906+4.3% | $6,396+28.9% |
| Admin fee / account holder | $11,786 | $14,976-21.3% | $13,708-14.0% | $12,562-6.2% |