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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 | $16,604 | $167,362-90.1% | $143,799-88.5% | $134,532-87.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 16.71% | 0.47%+16.2pp | -0.04%+16.8pp | 418.27%-401.6pp |
| Employer contribution / active EE | $4,430 | $5,620-21.2% | $4,952-10.6% | $4,741-6.6% |
| Participant deferral / active EE | $7,508 | $6,447+16.5% | $5,638+33.2% | $6,401+17.3% |
| Admin fee / account holder | $3,408 | $18,094-81.2% | $14,677-76.8% | $11,429-70.2% |