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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 | $156,398-93.7% | $147,318-93.3% | $138,895-92.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 24.44% | 78.75%-54.3pp | 70.43%-46.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $3,015 | $4,853-37.9% | $4,593-34.3% | $4,194-28.1% |
| Participant deferral / active EE | $5,163 | $8,237-37.3% | $7,906-34.7% | $6,396-19.3% |
| Admin fee / account holder | $3,364 | $14,976-77.5% | $13,708-75.5% | $12,562-73.2% |