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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 | $9,186 | $199,109-95.4% | $173,730-94.7% | $154,746-94.1% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.6%-21.2pp | 80.7%-22.4pp |
| Annual return | 12.90% | 20.02%-7.1pp | 19.96%-7.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,209 | $5,311-77.2% | $4,577-73.6% | $4,379-72.4% |
| Participant deferral / active EE | $3,075 | $7,113-56.8% | $6,326-51.4% | $6,730-54.3% |
| Admin fee / account holder | $815 | $20,916-96.1% | $17,523-95.3% | $14,365-94.3% |