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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 | $155,555-97.3% | $146,866-97.1% | $155,188-97.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 38.37% | 115.41%-77.0pp | 102.85%-64.5pp | 148.84%-110.5pp |
| Employer contribution / active EE | $5,430 | $4,647+16.8% | $4,425+22.7% | $4,248+27.8% |
| Participant deferral / active EE | $7,970 | $8,044-0.9% | $7,759+2.7% | $6,531+22.0% |
| Admin fee / account holder | $3,865 | $14,755-73.8% | $13,620-71.6% | $14,480-73.3% |