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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 | $125,237-94.6% | $105,608-93.6% | $145,877-95.3% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.04% | 225.76%-211.7pp | 116.50%-102.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,067 | $3,720-17.6% | $3,167-3.2% | $4,663-34.2% |
| Participant deferral / active EE | $6,594 | $5,711+15.5% | $5,010+31.6% | $6,691-1.4% |
| Admin fee / account holder | $1,199 | $17,287-93.1% | $11,028-89.1% | $13,402-91.1% |