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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 | $7,090 | $166,131-95.7% | $164,975-95.7% | $145,877-95.1% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.5pp |
| Annual return | 15.47% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,091 | $5,276-41.4% | $4,343-28.8% | $4,663-33.7% |
| Participant deferral / active EE | $5,059 | $6,962-27.3% | $6,033-16.2% | $6,691-24.4% |
| Admin fee / account holder | $4,476 | $16,648-73.1% | $12,688-64.7% | $13,402-66.6% |