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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 | $9,803 | $178,174-94.5% | $156,181-93.7% | $137,256-92.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 19.26% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,376 | $4,972-72.3% | $4,294-67.9% | $4,156-66.9% |
| Participant deferral / active EE | $2,345 | $6,888-65.9% | $6,132-61.8% | $6,407-63.4% |
| Admin fee / account holder | $407 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |