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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 | $5,273 | $183,592-97.1% | $155,574-96.6% | $145,877-96.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.49% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,251 | $5,317-57.7% | $4,676-51.9% | $4,663-51.7% |
| Participant deferral / active EE | $4,477 | $6,466-30.8% | $5,629-20.5% | $6,691-33.1% |
| Admin fee / account holder | $1,899 | $19,316-90.2% | $15,914-88.1% | $13,402-85.8% |