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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 | $202,463-97.1% | $169,397-96.5% | $139,487-95.8% |
| Participation rate | 58.3% | 81.1%-22.8pp | 77.2%-18.8pp | 80.3%-22.0pp |
| Annual return | 38.06% | 532.64%-494.6pp | 406.23%-368.2pp | 373.84%-335.8pp |
| Employer contribution / active EE | $1,360 | $4,694-71.0% | $4,013-66.1% | $4,755-71.4% |
| Participant deferral / active EE | $1,444 | $6,941-79.2% | $6,223-76.8% | $6,713-78.5% |
| Admin fee / account holder | $873 | $10,726-91.9% | $9,017-90.3% | $11,407-92.3% |