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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 | $6,863 | $182,442-96.2% | $163,379-95.8% | $138,895-95.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 23.76% | 72.74%-49.0pp | 63.41%-39.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $714 | $4,159-82.8% | $3,752-81.0% | $4,194-83.0% |
| Participant deferral / active EE | $1,190 | $6,817-82.5% | $6,282-81.1% | $6,396-81.4% |
| Admin fee / account holder | $1,011 | $10,396-90.3% | $9,818-89.7% | $12,562-92.0% |