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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 | $6,890 | $72,273-90.5% | $101,275-93.2% | $79,856-91.4% |
| Participation rate | 66.0% | 68.5%-2.4pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,127 | $2,691-58.1% | $3,660-69.2% | $2,471-54.4% |
| Participant deferral / active EE | $1,471 | $3,282-55.2% | $4,371-66.4% | $3,741-60.7% |
| Admin fee / account holder | $5,349 | $4,401+21.5% | $5,948-10.1% | $5,306+0.8% |