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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 | $6,439 | $198,457-96.8% | $170,435-96.2% | $147,586-95.6% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 26.17% | 257.30%-231.1pp | 205.94%-179.8pp | 578.59%-552.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,115 | $5,629-9.1% | $4,939+3.6% | $5,439-5.9% |
| Admin fee / account holder | $1,013 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |