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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 | $3,641 | $107,809-96.6% | $97,032-96.2% | $155,188-97.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 24.02% | 38.06%-14.0pp | 35.38%-11.4pp | 148.84%-124.8pp |
| Employer contribution / active EE | $3,040 | $2,911+4.4% | $2,629+15.6% | $4,248-28.4% |
| Participant deferral / active EE | $8,211 | $5,129+60.1% | $4,672+75.7% | $6,531+25.7% |
| Admin fee / account holder | $3,259 | $10,717-69.6% | $9,418-65.4% | $14,480-77.5% |