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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 | $6,103 | $95,383-93.6% | $185,837-96.7% | $85,856-92.9% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 27.53% | 23.59%+3.9pp | 122.08%-94.5pp | 318.58%-291.1pp |
| Employer contribution / active EE | $661 | $3,313-80.0% | $5,168-87.2% | $2,565-74.2% |
| Participant deferral / active EE | $3,060 | $3,423-10.6% | $5,568-45.0% | $3,952-22.6% |
| Admin fee / account holder | $1,480 | $7,213-79.5% | $16,241-90.9% | $6,261-76.4% |