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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 | $213,785-93.7% | $185,441-92.7% | $155,188-91.3% |
| Participation rate | 64.7% | 83.2%-18.5pp | 80.3%-15.6pp | 80.8%-16.1pp |
| Annual return | 28.27% | 19.97%+8.3pp | 20.16%+8.1pp | 148.84%-120.6pp |
| Employer contribution / active EE | $5,424 | $5,393+0.6% | $4,672+16.1% | $4,248+27.7% |
| Participant deferral / active EE | $6,455 | $6,864-6.0% | $6,152+4.9% | $6,531-1.2% |
| Admin fee / account holder | $3,162 | $21,134-85.0% | $17,890-82.3% | $14,480-78.2% |