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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 | $6,319 | $104,953-94.0% | $84,637-92.5% | $152,909-95.9% |
| Participation rate | 53.3% | 74.8%-21.5pp | 68.2%-14.9pp | 82.5%-29.1pp |
| Annual return | 20.63% | 373.94%-353.3pp | 258.82%-238.2pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,688 | $3,304-18.6% | $2,653+1.3% | $4,764-43.6% |
| Participant deferral / active EE | $1,324 | $4,691-71.8% | $3,900-66.0% | $5,851-77.4% |
| Admin fee / account holder | $1,723 | $6,244-72.4% | $4,914-64.9% | $11,601-85.1% |