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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 | $4,826 | $156,398-96.9% | $147,318-96.7% | $138,895-96.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 13.12% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,103 | $4,853-36.1% | $4,593-32.4% | $4,194-26.0% |
| Participant deferral / active EE | $3,009 | $8,237-63.5% | $7,906-61.9% | $6,396-53.0% |
| Admin fee / account holder | $593 | $14,976-96.0% | $13,708-95.7% | $12,562-95.3% |