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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 | $6,501 | $135,956-95.2% | $123,894-94.8% | $273,972-97.6% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 20.86% | 56.63%-35.8pp | 47.52%-26.7pp | 41.46%-20.6pp |
| Employer contribution / active EE | $1,619 | $5,170-68.7% | $4,617-64.9% | $4,869-66.8% |
| Participant deferral / active EE | $2,552 | $6,343-59.8% | $5,984-57.4% | $5,287-51.7% |
| Admin fee / account holder | $1,000 | $9,817-89.8% | $8,357-88.0% | $10,133-90.1% |