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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 | $155,555-95.6% | $146,866-95.3% | $155,188-95.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.90% | 115.41%-96.5pp | 102.85%-84.0pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,292 | $4,647-72.2% | $4,425-70.8% | $4,248-69.6% |
| Participant deferral / active EE | $3,472 | $8,044-56.8% | $7,759-55.3% | $6,531-46.8% |
| Admin fee / account holder | $1,117 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |