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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 | $5,859 | $202,430-97.1% | $169,369-96.5% | $139,427-95.8% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.2%-18.8pp | 80.3%-22.0pp |
| Annual return | 38.06% | 531.86%-493.8pp | 405.70%-367.6pp | 373.27%-335.2pp |
| Employer contribution / active EE | $1,360 | $4,690-71.0% | $4,011-66.1% | $4,752-71.4% |
| Participant deferral / active EE | $1,444 | $6,938-79.2% | $6,221-76.8% | $6,711-78.5% |
| Admin fee / account holder | $873 | $10,716-91.9% | $9,009-90.3% | $11,404-92.3% |