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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 | $6,196 | $165,939-96.3% | $122,354-94.9% | $147,586-95.8% |
| Participation rate | 68.2% | 79.6%-11.4pp | 71.6%-3.5pp | 82.8%-14.6pp |
| Annual return | 60.79% | 34.56%+26.2pp | 30.28%+30.5pp | 578.59%-517.8pp |
| Employer contribution / active EE | $1,989 | $5,754-65.4% | $4,051-50.9% | $4,876-59.2% |
| Participant deferral / active EE | $3,350 | $4,005-16.4% | $3,287+1.9% | $5,439-38.4% |
| Admin fee / account holder | $696 | $7,425-90.6% | $5,479-87.3% | $10,886-93.6% |