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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 | $202,460-96.9% | $169,385-96.3% | $139,456-95.6% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 35.24% | 532.07%-496.8pp | 405.82%-370.6pp | 373.45%-338.2pp |
| Employer contribution / active EE | $1,460 | $4,691-68.9% | $4,012-63.6% | $4,753-69.3% |
| Participant deferral / active EE | $1,931 | $6,938-72.2% | $6,221-69.0% | $6,711-71.2% |
| Admin fee / account holder | $434 | $10,719-95.9% | $9,011-95.2% | $11,407-96.2% |