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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 | $4,712 | $172,111-97.3% | $150,298-96.9% | $137,256-96.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.52% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,744 | $4,636-62.4% | $4,154-58.0% | $4,156-58.0% |
| Participant deferral / active EE | $2,020 | $6,166-67.2% | $5,453-63.0% | $6,407-68.5% |
| Admin fee / account holder | $1,696 | $16,471-89.7% | $14,116-88.0% | $12,270-86.2% |