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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 | $5,863 | $100,073-94.1% | $85,126-93.1% | $145,877-96.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.76% | 84.11%-68.3pp | 66.63%-50.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,379 | $3,236-57.4% | $2,731-49.5% | $4,663-70.4% |
| Participant deferral / active EE | $4,268 | $5,294-19.4% | $4,523-5.7% | $6,691-36.2% |
| Admin fee / account holder | $598 | $7,261-91.8% | $6,160-90.3% | $13,402-95.5% |