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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 | $8,313 | $178,174-95.3% | $156,181-94.7% | $137,256-93.9% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.8%-40.7pp | 80.0%-41.9pp |
| Annual return | 19.50% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,335 | $4,972-73.1% | $4,294-68.9% | $4,156-67.9% |
| Participant deferral / active EE | $2,552 | $6,888-62.9% | $6,132-58.4% | $6,407-60.2% |
| Admin fee / account holder | $632 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |