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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 | $4,497 | $160,040-97.2% | $147,096-96.9% | $145,877-96.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.11% | 98.49%-77.4pp | 419.75%-398.6pp | 551.28%-530.2pp |
| Employer contribution / active EE | $3,019 | $5,289-42.9% | $4,936-38.8% | $4,663-35.3% |
| Participant deferral / active EE | $3,889 | $8,429-53.9% | $8,071-51.8% | $6,691-41.9% |
| Admin fee / account holder | $412 | $15,050-97.3% | $13,005-96.8% | $13,402-96.9% |