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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 | $5,355 | $107,368-95.0% | $92,915-94.2% | $152,909-96.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 33.10% | 145.64%-112.5pp | 109.45%-76.3pp | 345.46%-312.4pp |
| Employer contribution / active EE | $1,182 | $4,222-72.0% | $3,653-67.7% | $4,764-75.2% |
| Participant deferral / active EE | $1,477 | $4,848-69.5% | $4,238-65.1% | $5,851-74.8% |
| Admin fee / account holder | $577 | $7,082-91.8% | $5,796-90.0% | $11,601-95.0% |