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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 | $4,814 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 37.45% | 74.86%-37.4pp | 66.36%-28.9pp | 145.39%-107.9pp |
| Employer contribution / active EE | $1,015 | $4,652-78.2% | $4,175-75.7% | $4,194-75.8% |
| Participant deferral / active EE | $2,675 | $6,159-56.6% | $5,451-50.9% | $6,396-58.2% |
| Admin fee / account holder | $337 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |