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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 | $4,271 | $162,136-97.4% | $152,301-97.2% | $154,746-97.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 38.37% | 91.02%-52.7pp | 80.50%-42.1pp | 172.34%-134.0pp |
| Employer contribution / active EE | $5,430 | $4,890+11.0% | $4,624+17.4% | $4,379+24.0% |
| Participant deferral / active EE | $7,970 | $8,341-4.4% | $8,004-0.4% | $6,730+18.4% |
| Admin fee / account holder | $3,865 | $15,759-75.5% | $14,398-73.2% | $14,365-73.1% |