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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 | $6,476 | $114,013-94.3% | $103,693-93.8% | $155,188-95.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 21.95% | 49.31%-27.4pp | 47.61%-25.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,055 | $3,131-66.3% | $2,920-63.9% | $4,248-75.2% |
| Participant deferral / active EE | $1,318 | $4,970-73.5% | $4,579-71.2% | $6,531-79.8% |
| Admin fee / account holder | $779 | $8,407-90.7% | $7,858-90.1% | $14,480-94.6% |