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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 | $5,651 | $162,529-96.5% | $130,788-95.7% | $154,746-96.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 11.41% | 510.48%-499.1pp | 386.44%-375.0pp | 172.34%-160.9pp |
| Employer contribution / active EE | $943 | $4,447-78.8% | $3,558-73.5% | $4,379-78.5% |
| Participant deferral / active EE | $943 | $4,808-80.4% | $4,137-77.2% | $6,730-86.0% |
| Admin fee / account holder | $2,254 | $7,669-70.6% | $6,673-66.2% | $14,365-84.3% |