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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 | $7,083 | $201,372-96.5% | $184,260-96.2% | $145,884-95.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.46% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $2,191 | $7,024-68.8% | $6,427-65.9% | $4,662-53.0% |
| Participant deferral / active EE | $4,217 | $9,808-57.0% | $9,133-53.8% | $6,690-37.0% |
| Admin fee / account holder | $1,713 | $16,362-89.5% | $13,898-87.7% | $13,392-87.2% |