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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 | $12,952 | $155,555-91.7% | $146,866-91.2% | $155,188-91.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 29.36% | 115.41%-86.1pp | 102.85%-73.5pp | 148.84%-119.5pp |
| Employer contribution / active EE | $1,878 | $4,647-59.6% | $4,425-57.6% | $4,248-55.8% |
| Participant deferral / active EE | $2,573 | $8,044-68.0% | $7,759-66.8% | $6,531-60.6% |
| Admin fee / account holder | $731 | $14,755-95.0% | $13,620-94.6% | $14,480-94.9% |