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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 | $5,710 | $183,539-96.9% | $155,556-96.3% | $145,897-96.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.69% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,554 | $5,315-51.9% | $4,675-45.4% | $4,663-45.2% |
| Participant deferral / active EE | $2,560 | $6,467-60.4% | $5,631-54.5% | $6,689-61.7% |
| Admin fee / account holder | $3,976 | $19,275-79.4% | $15,885-75.0% | $13,390-70.3% |