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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 | $6,920 | $118,496-94.2% | $98,461-93.0% | $139,466-95.0% |
| Participation rate | 62.5% | 77.5%-15.0pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 21.26% | 18.96%+2.3pp | 21.17%+0.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,256 | $3,611-65.2% | $3,049-58.8% | $4,754-73.6% |
| Participant deferral / active EE | $2,030 | $5,393-62.4% | $4,738-57.2% | $6,712-69.8% |
| Admin fee / account holder | $6,636 | $14,056-52.8% | $8,961-25.9% | $11,409-41.8% |