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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 | $136,860-95.1% | $120,344-94.5% | $154,746-95.7% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 26.34% | 21.38%+5.0pp | 20.30%+6.0pp | 172.34%-146.0pp |
| Employer contribution / active EE | $2,484 | $3,533-29.7% | $3,020-17.8% | $4,379-43.3% |
| Participant deferral / active EE | $3,910 | $5,793-32.5% | $5,135-23.8% | $6,730-41.9% |
| Admin fee / account holder | $327 | $15,393-97.9% | $12,742-97.4% | $14,365-97.7% |