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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 | $6,333 | $106,267-94.0% | $96,520-93.4% | $139,456-95.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 27.64% | 38.45%-10.8pp | 35.72%-8.1pp | 373.45%-345.8pp |
| Employer contribution / active EE | $1,876 | $4,105-54.3% | $3,739-49.8% | $4,753-60.5% |
| Participant deferral / active EE | $2,700 | $5,454-50.5% | $4,879-44.7% | $6,711-59.8% |
| Admin fee / account holder | $2,000 | $7,882-74.6% | $6,733-70.3% | $11,407-82.5% |