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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 | $134,817-96.9% | $123,973-96.6% | $155,188-97.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 22.34% | 515.49%-493.2pp | 388.13%-365.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $3,798 | $4,425-14.2% | $4,126-7.9% | $4,248-10.6% |
| Participant deferral / active EE | $4,152 | $5,706-27.2% | $5,247-20.9% | $6,531-36.4% |
| Admin fee / account holder | $2,432 | $13,245-81.6% | $11,799-79.4% | $14,480-83.2% |