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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 | $5,530 | $100,895-94.5% | $90,430-93.9% | $158,950-96.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 8.75% | 1725.54%-1716.8pp | 1293.73%-1285.0pp | 302.91%-294.2pp |
| Employer contribution / active EE | $1,700 | $3,689-53.9% | $3,262-47.9% | $4,762-64.3% |
| Participant deferral / active EE | $1,946 | $4,347-55.2% | $3,963-50.9% | $5,983-67.5% |
| Admin fee / account holder | $5,424 | $6,505-16.6% | $5,613-3.4% | $11,248-51.8% |