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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 | $115,225-94.5% | $100,712-93.7% | $138,895-95.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 74.92% | 40.35%+34.6pp | 33.27%+41.6pp | 145.39%-70.5pp |
| Employer contribution / active EE | $1,379 | $2,771-50.2% | $2,313-40.4% | $4,194-67.1% |
| Participant deferral / active EE | $17,355 | $4,699+269.3% | $4,085+324.8% | $6,396+171.3% |
| Admin fee / account holder | $82,933 | $10,844+664.8% | $9,256+796.0% | $12,562+560.2% |