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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 | $5,173 | $183,592-97.2% | $155,574-96.7% | $145,877-96.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.99% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,858 | $5,317-46.3% | $4,676-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $3,630 | $6,466-43.9% | $5,629-35.5% | $6,691-45.7% |
| Admin fee / account holder | $1,586 | $19,316-91.8% | $15,914-90.0% | $13,402-88.2% |