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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 | $9,684 | $185,312-94.8% | $161,489-94.0% | $154,746-93.7% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 28.29% | 103.84%-75.5pp | 89.72%-61.4pp | 172.34%-144.0pp |
| Employer contribution / active EE | $1,928 | $4,769-59.6% | $4,268-54.8% | $4,379-56.0% |
| Participant deferral / active EE | $4,681 | $6,350-26.3% | $5,630-16.9% | $6,730-30.4% |
| Admin fee / account holder | $366 | $18,654-98.0% | $16,006-97.7% | $14,365-97.5% |