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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 | $199,109-95.1% | $173,730-94.4% | $154,746-93.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.26% | 20.02%-0.8pp | 19.96%-0.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,376 | $5,311-74.1% | $4,577-69.9% | $4,379-68.6% |
| Participant deferral / active EE | $2,345 | $7,113-67.0% | $6,326-62.9% | $6,730-65.2% |
| Admin fee / account holder | $407 | $20,916-98.1% | $17,523-97.7% | $14,365-97.2% |