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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 | $4,995 | $202,440-97.5% | $169,390-97.1% | $139,466-96.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 11.07% | 532.36%-521.3pp | 406.07%-395.0pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,292 | $4,693-72.5% | $4,013-67.8% | $4,754-72.8% |
| Participant deferral / active EE | $1,712 | $6,940-75.3% | $6,222-72.5% | $6,712-74.5% |
| Admin fee / account holder | $422 | $10,722-96.1% | $9,015-95.3% | $11,409-96.3% |