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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 | $114,119-96.3% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 22.34% | 273.21%-250.9pp | 204.55%-182.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $3,798 | $4,059-6.4% | $3,782+0.4% | $4,194-9.4% |
| Participant deferral / active EE | $4,152 | $5,538-25.0% | $5,096-18.5% | $6,396-35.1% |
| Admin fee / account holder | $2,432 | $10,024-75.7% | $9,162-73.5% | $12,562-80.6% |