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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 | $6,468 | $112,121-94.2% | $95,960-93.3% | $158,966-95.9% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | 28.39% | 171.16%-142.8pp | 91.63%-63.2pp | 302.95%-274.6pp |
| Employer contribution / active EE | $1,517 | $3,199-52.6% | $2,541-40.3% | $4,762-68.1% |
| Participant deferral / active EE | $1,796 | $4,784-62.5% | $4,167-56.9% | $5,983-70.0% |
| Admin fee / account holder | $561 | $10,135-94.5% | $6,797-91.8% | $11,250-95.0% |