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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 | $4,170 | $183,516-97.7% | $155,534-97.3% | $145,884-97.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 18.45% | 61.43%-43.0pp | 64.92%-46.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,338 | $5,315-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $1,932 | $6,467-70.1% | $5,630-65.7% | $6,690-71.1% |
| Admin fee / account holder | $1,484 | $19,293-92.3% | $15,900-90.7% | $13,392-88.9% |