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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 | $5,475 | $109,967-95.0% | $97,197-94.4% | $145,877-96.2% |
| Participation rate | 40.0% | 76.0%-36.0pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 34.57% | 244.27%-209.7pp | 75.47%-40.9pp | 551.28%-516.7pp |
| Employer contribution / active EE | $1,094 | $3,077-64.5% | $2,723-59.8% | $4,663-76.5% |
| Participant deferral / active EE | $3,758 | $4,676-19.6% | $4,263-11.9% | $6,691-43.8% |
| Admin fee / account holder | $5,514 | $6,199-11.1% | $5,637-2.2% | $13,402-58.9% |