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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 | $7,851 | $174,379-95.5% | $152,093-94.8% | $138,895-94.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.70% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,407 | $4,652-69.8% | $4,175-66.3% | $4,194-66.5% |
| Participant deferral / active EE | $1,706 | $6,159-72.3% | $5,451-68.7% | $6,396-73.3% |
| Admin fee / account holder | $1,509 | $16,880-91.1% | $14,497-89.6% | $12,562-88.0% |