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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 | $6,750 | $178,174-96.2% | $156,181-95.7% | $137,256-95.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 18.91% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,766 | $4,972-64.5% | $4,294-58.9% | $4,156-57.5% |
| Participant deferral / active EE | $3,044 | $6,888-55.8% | $6,132-50.4% | $6,407-52.5% |
| Admin fee / account holder | $7,195 | $17,404-58.7% | $14,586-50.7% | $12,270-41.4% |