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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 | $162,136-94.2% | $152,301-93.9% | $154,746-94.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 18.86% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,619 | $4,890-26.0% | $4,624-21.7% | $4,379-17.4% |
| Participant deferral / active EE | $3,625 | $8,341-56.5% | $8,004-54.7% | $6,730-46.1% |
| Admin fee / account holder | $4,852 | $15,759-69.2% | $14,398-66.3% | $14,365-66.2% |