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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 | $4,868 | $115,810-95.8% | $101,271-95.2% | $158,966-96.9% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 28.62% | 56.15%-27.5pp | 46.48%-17.9pp | 302.95%-274.3pp |
| Employer contribution / active EE | $1,295 | $4,175-69.0% | $3,660-64.6% | $4,762-72.8% |
| Participant deferral / active EE | $1,377 | $4,958-72.2% | $4,371-68.5% | $5,983-77.0% |
| Admin fee / account holder | $1,133 | $7,248-84.4% | $5,948-81.0% | $11,250-89.9% |