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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 | $5,326 | $112,933-95.3% | $90,970-94.1% | $158,982-96.7% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 21.37% | 215.82%-194.4pp | 134.60%-113.2pp | 302.99%-281.6pp |
| Employer contribution / active EE | $522 | $2,893-82.0% | $2,122-75.4% | $4,763-89.0% |
| Participant deferral / active EE | $1,067 | $4,128-74.1% | $3,373-68.4% | $5,983-82.2% |
| Admin fee / account holder | $413 | $8,047-94.9% | $5,961-93.1% | $11,252-96.3% |