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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 | $6,658 | $138,312-95.2% | $122,979-94.6% | $155,188-95.7% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 26.34% | 22.06%+4.3pp | 20.12%+6.2pp | 148.84%-122.5pp |
| Employer contribution / active EE | $2,484 | $3,530-29.6% | $3,062-18.9% | $4,248-41.5% |
| Participant deferral / active EE | $3,910 | $5,592-30.1% | $5,003-21.8% | $6,531-40.1% |
| Admin fee / account holder | $327 | $15,089-97.8% | $12,864-97.5% | $14,480-97.7% |