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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 | $5,870 | $162,529-96.4% | $130,788-95.5% | $154,746-96.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.70% | 510.48%-496.8pp | 386.44%-372.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $519 | $4,447-88.3% | $3,558-85.4% | $4,379-88.2% |
| Participant deferral / active EE | $1,206 | $4,808-74.9% | $4,137-70.8% | $6,730-82.1% |
| Admin fee / account holder | $5,195 | $7,669-32.3% | $6,673-22.2% | $14,365-63.8% |