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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 | $9,993 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 40.73% | 69.37%-28.6pp | 62.79%-22.1pp | 220.34%-179.6pp |
| Employer contribution / active EE | $1,257 | $4,636-72.9% | $4,154-69.7% | $4,156-69.8% |
| Participant deferral / active EE | $2,558 | $6,166-58.5% | $5,453-53.1% | $6,407-60.1% |
| Admin fee / account holder | $736 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |