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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 | $6,025 | $108,226-94.4% | $77,513-92.2% | $158,950-96.2% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 11.67% | 31.67%-20.0pp | 54.81%-43.1pp | 302.91%-291.2pp |
| Employer contribution / active EE | $1,303 | $1,325-1.7% | $987+32.1% | $4,762-72.6% |
| Participant deferral / active EE | $2,413 | $2,456-1.8% | $1,861+29.6% | $5,983-59.7% |
| Admin fee / account holder | $8,945 | $3,710+141.1% | $2,859+212.9% | $11,248-20.5% |