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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 | $8,494 | $172,111-95.1% | $150,298-94.3% | $137,256-93.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,484 | $4,636-68.0% | $4,154-64.3% | $4,156-64.3% |
| Participant deferral / active EE | $1,850 | $6,166-70.0% | $5,453-66.1% | $6,407-71.1% |
| Admin fee / account holder | $20,950 | $16,471+27.2% | $14,116+48.4% | $12,270+70.7% |