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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 | $8,993 | $172,758-94.8% | $149,600-94.0% | $138,895-93.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 79.9%-13.3pp |
| Annual return | 18.72% | 181.17%-162.4pp | 129.59%-110.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,856 | $4,778-61.2% | $4,193-55.7% | $4,194-55.8% |
| Participant deferral / active EE | $2,747 | $8,180-66.4% | $7,203-61.9% | $6,396-57.0% |
| Admin fee / account holder | $1,461 | $17,615-91.7% | $13,963-89.5% | $12,562-88.4% |