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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 | $6,277 | $175,231-96.4% | $149,696-95.8% | $139,466-95.5% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 245.02% | 166.77%+78.2pp | 134.46%+110.6pp | 373.66%-128.6pp |
| Employer contribution / active EE | $1,309 | $5,478-76.1% | $4,821-72.8% | $4,754-72.5% |
| Participant deferral / active EE | $2,065 | $6,521-68.3% | $5,682-63.7% | $6,712-69.2% |
| Admin fee / account holder | $1,179 | $16,155-92.7% | $13,212-91.1% | $11,409-89.7% |