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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 | $5,673 | $111,787-94.9% | $93,681-93.9% | $145,978-96.1% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 15.45% | 203.52%-188.1pp | 133.47%-118.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $925 | $3,093-70.1% | $2,422-61.8% | $4,662-80.2% |
| Participant deferral / active EE | $1,928 | $4,918-60.8% | $4,415-56.3% | $6,690-71.2% |
| Admin fee / account holder | $1,700 | $10,256-83.4% | $8,290-79.5% | $13,400-87.3% |