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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 | $9,432 | $154,228-93.9% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.72% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,819 | $4,804-62.1% | $4,554-60.1% | $4,156-56.2% |
| Participant deferral / active EE | $2,623 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $1,525 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |