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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 | $6,681 | $158,852-95.8% | $121,220-94.5% | $135,380-95.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 11.70% | -0.64%+12.3pp | 16.94%-5.2pp | 519.81%-508.1pp |
| Employer contribution / active EE | $1,183 | $5,666-79.1% | $4,023-70.6% | $4,779-75.3% |
| Participant deferral / active EE | $1,375 | $4,006-65.7% | $3,345-58.9% | $5,609-75.5% |
| Admin fee / account holder | $593 | $6,515-90.9% | $5,021-88.2% | $10,828-94.5% |