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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 | $7,151 | $90,486-92.1% | $78,676-90.9% | $273,972-97.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.00% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,154 | $3,175-0.7% | $2,850+10.7% | $4,869-35.2% |
| Participant deferral / active EE | $1,492 | $3,901-61.8% | $3,517-57.6% | $5,287-71.8% |
| Admin fee / account holder | $4,852 | $5,263-7.8% | $4,510+7.6% | $10,133-52.1% |