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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 | $6,823 | $134,817-94.9% | $123,973-94.5% | $155,188-95.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 21.10% | 515.49%-494.4pp | 388.13%-367.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,082 | $4,425-75.5% | $4,126-73.8% | $4,248-74.5% |
| Participant deferral / active EE | $1,813 | $5,706-68.2% | $5,247-65.4% | $6,531-72.2% |
| Admin fee / account holder | $579 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |