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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 | $8,791 | $156,398-94.4% | $147,318-94.0% | $138,895-93.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,897 | $4,853-60.9% | $4,593-58.7% | $4,194-54.8% |
| Participant deferral / active EE | $3,012 | $8,237-63.4% | $7,906-61.9% | $6,396-52.9% |
| Admin fee / account holder | $1,557 | $14,976-89.6% | $13,708-88.6% | $12,562-87.6% |