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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 | $5,085 | $172,111-97.0% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.74% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,559 | $4,636-66.4% | $4,154-62.5% | $4,156-62.5% |
| Participant deferral / active EE | $1,710 | $6,166-72.3% | $5,453-68.6% | $6,407-73.3% |
| Admin fee / account holder | $683 | $16,471-95.9% | $14,116-95.2% | $12,270-94.4% |