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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 | $3,641 | $108,882-96.7% | $96,754-96.2% | $154,746-97.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 24.02% | 98.39%-74.4pp | 82.04%-58.0pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,040 | $3,018+0.7% | $2,679+13.5% | $4,379-30.6% |
| Participant deferral / active EE | $8,211 | $5,323+54.3% | $4,758+72.6% | $6,730+22.0% |
| Admin fee / account holder | $3,259 | $10,200-68.0% | $8,905-63.4% | $14,365-77.3% |