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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 | $9,914 | $154,228-93.6% | $145,433-93.2% | $137,256-92.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.44% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $3,015 | $4,804-37.2% | $4,554-33.8% | $4,156-27.4% |
| Participant deferral / active EE | $5,163 | $8,216-37.2% | $7,897-34.6% | $6,407-19.4% |
| Admin fee / account holder | $3,364 | $14,344-76.5% | $13,129-74.4% | $12,270-72.6% |