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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 | $6,750 | $199,109-96.6% | $173,730-96.1% | $154,746-95.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 18.91% | 20.02%-1.1pp | 19.96%-1.0pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,766 | $5,311-66.7% | $4,577-61.4% | $4,379-59.7% |
| Participant deferral / active EE | $3,044 | $7,113-57.2% | $6,326-51.9% | $6,730-54.8% |
| Admin fee / account holder | $7,195 | $20,916-65.6% | $17,523-58.9% | $14,365-49.9% |