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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 | $172,111-95.9% | $150,298-95.4% | $137,256-94.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 23.35% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,664 | $4,636-42.5% | $4,154-35.9% | $4,156-35.9% |
| Participant deferral / active EE | $2,959 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $1,372 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |