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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 | $5,820 | $183,592-96.8% | $155,574-96.3% | $145,877-96.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.90% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,970 | $5,317-44.1% | $4,676-36.5% | $4,663-36.3% |
| Participant deferral / active EE | $3,095 | $6,466-52.1% | $5,629-45.0% | $6,691-53.7% |
| Admin fee / account holder | $6,012 | $19,316-68.9% | $15,914-62.2% | $13,402-55.1% |