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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 | $183,627-96.9% | $155,602-96.3% | $145,978-96.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.69% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,554 | $5,316-52.0% | $4,675-45.4% | $4,662-45.2% |
| Participant deferral / active EE | $2,560 | $6,466-60.4% | $5,629-54.5% | $6,690-61.7% |
| Admin fee / account holder | $3,976 | $19,327-79.4% | $15,923-75.0% | $13,400-70.3% |