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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 | $6,797 | $125,190-94.6% | $105,624-93.6% | $145,897-95.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.04% | 225.22%-211.2pp | 116.20%-102.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,067 | $3,720-17.6% | $3,168-3.2% | $4,663-34.2% |
| Participant deferral / active EE | $6,594 | $5,716+15.4% | $5,013+31.5% | $6,689-1.4% |
| Admin fee / account holder | $1,199 | $17,138-93.0% | $10,961-89.1% | $13,390-91.0% |