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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 | $5,565 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.55% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,884 | $5,285-45.4% | $4,932-41.5% | $4,663-38.1% |
| Participant deferral / active EE | $3,262 | $8,419-61.3% | $8,065-59.6% | $6,689-51.2% |
| Admin fee / account holder | $1,445 | $15,035-90.4% | $12,993-88.9% | $13,390-89.2% |