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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 | $5,834 | $160,070-96.4% | $147,117-96.0% | $145,897-96.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 45.87% | 98.69%-52.8pp | 420.54%-374.7pp | 552.29%-506.4pp |
| Employer contribution / active EE | $1,246 | $5,285-76.4% | $4,932-74.7% | $4,663-73.3% |
| Participant deferral / active EE | $2,726 | $8,419-67.6% | $8,065-66.2% | $6,689-59.3% |
| Admin fee / account holder | $20,873 | $15,035+38.8% | $12,993+60.7% | $13,390+55.9% |