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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 | $4,076 | $176,105-97.7% | $159,474-97.4% | $167,536-97.6% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.58% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $1,586 | $5,299-70.1% | $4,831-67.2% | $4,839-67.2% |
| Participant deferral / active EE | $3,096 | $7,751-60.1% | $7,353-57.9% | $6,342-51.2% |
| Admin fee / account holder | $898 | $12,559-92.9% | $10,802-91.7% | $12,315-92.7% |