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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 | $162,136-93.9% | $152,301-93.5% | $154,746-93.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 24.44% | 91.02%-66.6pp | 80.50%-56.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $3,015 | $4,890-38.3% | $4,624-34.8% | $4,379-31.1% |
| Participant deferral / active EE | $5,163 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $3,364 | $15,759-78.7% | $14,398-76.6% | $14,365-76.6% |