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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 | $12,421 | $154,228-91.9% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 30.56% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $2,116 | $4,804-56.0% | $4,554-53.5% | $4,156-49.1% |
| Participant deferral / active EE | $4,427 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $400 | $14,344-97.2% | $13,129-97.0% | $12,270-96.7% |