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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 | $4,615 | $95,601-95.2% | $77,183-94.0% | $139,456-96.7% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 25.39% | 54.96%-29.6pp | 37.89%-12.5pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,108 | $3,145-64.8% | $2,534-56.3% | $4,753-76.7% |
| Participant deferral / active EE | $1,659 | $4,623-64.1% | $3,833-56.7% | $6,711-75.3% |
| Admin fee / account holder | $696 | $8,302-91.6% | $5,475-87.3% | $11,407-93.9% |