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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 | $225,673-97.0% | $203,872-96.6% | $155,188-95.6% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 23.76% | 95.91%-72.2pp | 85.11%-61.4pp | 148.84%-125.1pp |
| Employer contribution / active EE | $714 | $4,099-82.6% | $3,757-81.0% | $4,248-83.2% |
| Participant deferral / active EE | $1,190 | $6,893-82.7% | $6,388-81.4% | $6,531-81.8% |
| Admin fee / account holder | $1,011 | $12,327-91.8% | $11,730-91.4% | $14,480-93.0% |