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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 | $5,764 | $190,862-97.0% | $159,991-96.4% | $134,509-95.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -5.78% | 552.59%-558.4pp | 408.82%-414.6pp | 418.13%-423.9pp |
| Employer contribution / active EE | $1,132 | $4,995-77.3% | $4,225-73.2% | $4,741-76.1% |
| Participant deferral / active EE | $1,941 | $6,924-72.0% | $6,183-68.6% | $6,400-69.7% |
| Admin fee / account holder | $3,354 | $10,495-68.0% | $8,715-61.5% | $11,427-70.7% |