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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 | $14,826 | $155,555-90.5% | $146,866-89.9% | $155,188-90.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.71% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,790 | $4,647-40.0% | $4,425-36.9% | $4,248-34.3% |
| Participant deferral / active EE | $3,492 | $8,044-56.6% | $7,759-55.0% | $6,531-46.5% |
| Admin fee / account holder | $14,196 | $14,755-3.8% | $13,620+4.2% | $14,480-2.0% |