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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 | $6,478 | $165,399-96.1% | $149,745-95.7% | $158,982-95.9% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 44.31% | 348.34%-304.0pp | 276.72%-232.4pp | 302.99%-258.7pp |
| Employer contribution / active EE | $4,689 | $5,105-8.1% | $4,646+0.9% | $4,763-1.5% |
| Participant deferral / active EE | $8,060 | $7,183+12.2% | $6,843+17.8% | $5,983+34.7% |
| Admin fee / account holder | $1,424 | $10,811-86.8% | $9,312-84.7% | $11,252-87.3% |