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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 | $5,008 | $148,623-96.6% | $135,974-96.3% | $139,466-96.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 32.01% | 79.30%-47.3pp | 68.30%-36.3pp | 373.66%-341.7pp |
| Employer contribution / active EE | $2,419 | $5,246-53.9% | $4,859-50.2% | $4,754-49.1% |
| Participant deferral / active EE | $2,716 | $8,103-66.5% | $7,760-65.0% | $6,712-59.5% |
| Admin fee / account holder | $1,303 | $12,406-89.5% | $10,767-87.9% | $11,409-88.6% |