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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 | $6,905 | $162,136-95.7% | $152,301-95.5% | $154,746-95.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.90% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,292 | $4,890-73.6% | $4,624-72.1% | $4,379-70.5% |
| Participant deferral / active EE | $3,472 | $8,341-58.4% | $8,004-56.6% | $6,730-48.4% |
| Admin fee / account holder | $1,117 | $15,759-92.9% | $14,398-92.2% | $14,365-92.2% |