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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 | $4,550 | $183,539-97.5% | $155,556-97.1% | $145,897-96.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.41% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,381 | $5,315-17.6% | $4,675-6.3% | $4,663-6.0% |
| Participant deferral / active EE | $4,884 | $6,467-24.5% | $5,631-13.3% | $6,689-27.0% |
| Admin fee / account holder | $13,081 | $19,275-32.1% | $15,885-17.7% | $13,390-2.3% |