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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 | $7,243 | $225,673-96.8% | $203,872-96.4% | $155,188-95.3% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 14.09% | 95.91%-81.8pp | 85.11%-71.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,229 | $4,099-70.0% | $3,757-67.3% | $4,248-71.1% |
| Participant deferral / active EE | $1,387 | $6,893-79.9% | $6,388-78.3% | $6,531-78.8% |
| Admin fee / account holder | $3,613 | $12,327-70.7% | $11,730-69.2% | $14,480-75.0% |