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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 | $9,349 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 18.86% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $3,619 | $4,647-22.1% | $4,425-18.2% | $4,248-14.8% |
| Participant deferral / active EE | $3,625 | $8,044-54.9% | $7,759-53.3% | $6,531-44.5% |
| Admin fee / account holder | $4,852 | $14,755-67.1% | $13,620-64.4% | $14,480-66.5% |