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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 | $5,236 | $107,941-95.1% | $91,994-94.3% | $152,897-96.6% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.5%-57.5pp |
| Annual return | 29.98% | 89.28%-59.3pp | 69.04%-39.1pp | 345.43%-315.4pp |
| Employer contribution / active EE | $1,942 | $4,212-53.9% | $3,453-43.7% | $4,764-59.2% |
| Participant deferral / active EE | $2,338 | $6,366-63.3% | $5,924-60.5% | $5,851-60.0% |
| Admin fee / account holder | $952 | $10,521-91.0% | $7,744-87.7% | $11,599-91.8% |