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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 | $6,360 | $111,814-94.3% | $103,378-93.8% | $145,978-95.6% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 20.03% | 24.80%-4.8pp | 24.91%-4.9pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,476 | $4,215-65.0% | $3,870-61.9% | $4,662-68.3% |
| Participant deferral / active EE | $3,175 | $5,618-43.5% | $5,058-37.2% | $6,690-52.5% |
| Admin fee / account holder | $586 | $9,764-94.0% | $8,401-93.0% | $13,400-95.6% |