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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 | $6,392 | $123,155-94.8% | $108,753-94.1% | $155,188-95.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 74.92% | 44.73%+30.2pp | 37.47%+37.4pp | 148.84%-73.9pp |
| Employer contribution / active EE | $1,379 | $2,811-51.0% | $2,427-43.2% | $4,248-67.5% |
| Participant deferral / active EE | $17,355 | $4,623+275.4% | $4,115+321.8% | $6,531+165.7% |
| Admin fee / account holder | $82,933 | $12,126+583.9% | $10,320+703.7% | $14,480+472.8% |