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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 | $6,124 | $154,228-96.0% | $145,433-95.8% | $137,256-95.5% |
| Participation rate | 11.1% | 83.8%-72.7pp | 82.1%-71.0pp | 80.0%-68.8pp |
| Annual return | 15.82% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,478 | $4,804+76.5% | $4,554+86.1% | $4,156+104.0% |
| Participant deferral / active EE | $15,000 | $8,216+82.6% | $7,897+89.9% | $6,407+134.1% |
| Admin fee / account holder | $156,655 | $14,344+992.2% | $13,129+1093.2% | $12,270+1176.7% |