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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 | $5,352 | $102,595-94.8% | $94,057-94.3% | $154,746-96.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 15.44% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $647 | $3,147-79.4% | $2,933-77.9% | $4,379-85.2% |
| Participant deferral / active EE | $1,344 | $5,118-73.7% | $4,709-71.5% | $6,730-80.0% |
| Admin fee / account holder | $2,175 | $7,736-71.9% | $7,244-70.0% | $14,365-84.9% |