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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 | $6,758 | $89,259-92.4% | $107,187-93.7% | $82,637-91.8% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 18.32% | 21.02%-2.7pp | 204.55%-186.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $819 | $3,080-73.4% | $3,782-78.3% | $2,552-67.9% |
| Participant deferral / active EE | $2,568 | $4,037-36.4% | $5,096-49.6% | $4,126-37.8% |
| Admin fee / account holder | $645 | $7,381-91.3% | $9,162-93.0% | $7,339-91.2% |