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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 | $4,933 | $175,231-97.2% | $149,696-96.7% | $139,466-96.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.43% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,395 | $5,478-74.5% | $4,821-71.1% | $4,754-70.7% |
| Participant deferral / active EE | $2,567 | $6,521-60.6% | $5,682-54.8% | $6,712-61.7% |
| Admin fee / account holder | $1,914 | $16,155-88.2% | $13,212-85.5% | $11,409-83.2% |