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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 | $6,973 | $185,312-96.2% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 23.35% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,664 | $4,769-44.1% | $4,268-37.6% | $4,379-39.2% |
| Participant deferral / active EE | $2,959 | $6,350-53.4% | $5,630-47.4% | $6,730-56.0% |
| Admin fee / account holder | $1,372 | $18,654-92.6% | $16,006-91.4% | $14,365-90.5% |