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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 | $2,969 | $123,155-97.6% | $108,753-97.3% | $155,188-98.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 8.77% | 44.73%-36.0pp | 37.47%-28.7pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,224 | $2,811-56.5% | $2,427-49.6% | $4,248-71.2% |
| Participant deferral / active EE | $1,464 | $4,623-68.3% | $4,115-64.4% | $6,531-77.6% |
| Admin fee / account holder | $9,792 | $12,126-19.3% | $10,320-5.1% | $14,480-32.4% |