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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 | $6,884 | $134,817-94.9% | $123,973-94.4% | $155,188-95.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 24.52% | 515.49%-491.0pp | 388.13%-363.6pp | 148.84%-124.3pp |
| Employer contribution / active EE | $2,123 | $4,425-52.0% | $4,126-48.5% | $4,248-50.0% |
| Participant deferral / active EE | $2,084 | $5,706-63.5% | $5,247-60.3% | $6,531-68.1% |
| Admin fee / account holder | $362 | $13,245-97.3% | $11,799-96.9% | $14,480-97.5% |