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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 | $13,466 | $199,109-93.2% | $173,730-92.2% | $154,746-91.3% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 28.27% | 20.02%+8.2pp | 19.96%+8.3pp | 172.34%-144.1pp |
| Employer contribution / active EE | $5,424 | $5,311+2.1% | $4,577+18.5% | $4,379+23.9% |
| Participant deferral / active EE | $6,455 | $7,113-9.3% | $6,326+2.0% | $6,730-4.1% |
| Admin fee / account holder | $3,162 | $20,916-84.9% | $17,523-82.0% | $14,365-78.0% |