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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 | $15,635 | $185,312-91.6% | $161,489-90.3% | $154,746-89.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.65% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,428 | $4,769-70.1% | $4,268-66.5% | $4,379-67.4% |
| Participant deferral / active EE | $4,068 | $6,350-35.9% | $5,630-27.7% | $6,730-39.6% |
| Admin fee / account holder | $15,129 | $18,654-18.9% | $16,006-5.5% | $14,365+5.3% |