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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 | $5,659 | $96,388-94.1% | $80,627-93.0% | $139,466-95.9% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 18.50% | 1352.08%-1333.6pp | 936.76%-918.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,384 | $3,260-57.6% | $2,723-49.2% | $4,754-70.9% |
| Participant deferral / active EE | $1,576 | $5,224-69.8% | $4,443-64.5% | $6,712-76.5% |
| Admin fee / account holder | $1,568 | $6,603-76.3% | $5,381-70.9% | $11,409-86.3% |