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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 | $6,052 | $160,040-96.2% | $147,096-95.9% | $145,877-95.9% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 27.59% | 98.49%-70.9pp | 419.75%-392.2pp | 551.28%-523.7pp |
| Employer contribution / active EE | $2,306 | $5,289-56.4% | $4,936-53.3% | $4,663-50.5% |
| Participant deferral / active EE | $3,876 | $8,429-54.0% | $8,071-52.0% | $6,691-42.1% |
| Admin fee / account holder | $854 | $15,050-94.3% | $13,005-93.4% | $13,402-93.6% |