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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 | $155,555-96.9% | $146,866-96.7% | $155,188-96.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 13.12% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,103 | $4,647-33.2% | $4,425-29.9% | $4,248-27.0% |
| Participant deferral / active EE | $3,009 | $8,044-62.6% | $7,759-61.2% | $6,531-53.9% |
| Admin fee / account holder | $593 | $14,755-96.0% | $13,620-95.6% | $14,480-95.9% |