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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 | $4,744 | $227,566-97.9% | $189,558-97.5% | $167,518-97.2% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.5%-14.8pp | 82.1%-18.5pp |
| Annual return | 18.07% | 78.43%-60.4pp | 64.19%-46.1pp | 478.71%-460.6pp |
| Employer contribution / active EE | $1,148 | $5,316-78.4% | $4,412-74.0% | $4,838-76.3% |
| Participant deferral / active EE | $1,755 | $7,002-74.9% | $6,174-71.6% | $6,342-72.3% |
| Admin fee / account holder | $1,454 | $11,881-87.8% | $9,809-85.2% | $12,312-88.2% |