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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 | $3,623 | $114,119-96.8% | $107,187-96.6% | $138,895-97.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 32.20% | 273.21%-241.0pp | 204.55%-172.3pp | 145.39%-113.2pp |
| Employer contribution / active EE | $1,175 | $4,059-71.0% | $3,782-68.9% | $4,194-72.0% |
| Participant deferral / active EE | $1,702 | $5,538-69.3% | $5,096-66.6% | $6,396-73.4% |
| Admin fee / account holder | $1,072 | $10,024-89.3% | $9,162-88.3% | $12,562-91.5% |