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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 | $181,062-97.3% | $158,223-97.0% | $155,188-96.9% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 37.45% | 57.39%-19.9pp | 52.09%-14.6pp | 148.84%-111.4pp |
| Employer contribution / active EE | $1,015 | $4,565-77.8% | $4,109-75.3% | $4,248-76.1% |
| Participant deferral / active EE | $2,675 | $6,134-56.4% | $5,467-51.1% | $6,531-59.0% |
| Admin fee / account holder | $337 | $18,825-98.2% | $16,047-97.9% | $14,480-97.7% |