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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 | $155,555-94.3% | $146,866-94.0% | $155,188-94.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.69% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,897 | $4,647-59.2% | $4,425-57.1% | $4,248-55.3% |
| Participant deferral / active EE | $3,012 | $8,044-62.6% | $7,759-61.2% | $6,531-53.9% |
| Admin fee / account holder | $1,557 | $14,755-89.5% | $13,620-88.6% | $14,480-89.2% |