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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 | $6,204 | $202,440-96.9% | $169,390-96.3% | $139,466-95.6% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 35.24% | 532.36%-497.1pp | 406.07%-370.8pp | 373.66%-338.4pp |
| Employer contribution / active EE | $1,460 | $4,693-68.9% | $4,013-63.6% | $4,754-69.3% |
| Participant deferral / active EE | $1,931 | $6,940-72.2% | $6,222-69.0% | $6,712-71.2% |
| Admin fee / account holder | $434 | $10,722-95.9% | $9,015-95.2% | $11,409-96.2% |