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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 | $15,985 | $156,398-89.8% | $147,318-89.1% | $138,895-88.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.68% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,328 | $4,853+9.8% | $4,593+16.0% | $4,194+27.0% |
| Participant deferral / active EE | $6,051 | $8,237-26.5% | $7,906-23.5% | $6,396-5.4% |
| Admin fee / account holder | $10,972 | $14,976-26.7% | $13,708-20.0% | $12,562-12.7% |