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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 | $9,048 | $114,119-92.1% | $107,187-91.6% | $138,895-93.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.24% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,843 | $4,059-54.6% | $3,782-51.3% | $4,194-56.1% |
| Participant deferral / active EE | $1,700 | $5,538-69.3% | $5,096-66.6% | $6,396-73.4% |
| Admin fee / account holder | $1,406 | $10,024-86.0% | $9,162-84.7% | $12,562-88.8% |