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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 | $5,547 | $209,425-97.4% | $178,499-96.9% | $158,966-96.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 94.42% | 188.80%-94.4pp | 151.10%-56.7pp | 302.95%-208.5pp |
| Employer contribution / active EE | $1,445 | $5,707-74.7% | $5,011-71.2% | $4,762-69.7% |
| Participant deferral / active EE | $2,185 | $5,955-63.3% | $5,202-58.0% | $5,983-63.5% |
| Admin fee / account holder | $575 | $17,078-96.6% | $13,986-95.9% | $11,250-94.9% |