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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 | $4,168 | $111,535-96.3% | $105,223-96.0% | $137,256-97.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.34% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,798 | $3,939-3.6% | $3,689+3.0% | $4,156-8.6% |
| Participant deferral / active EE | $4,152 | $5,500-24.5% | $5,072-18.1% | $6,407-35.2% |
| Admin fee / account holder | $2,432 | $9,721-75.0% | $8,859-72.5% | $12,270-80.2% |