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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 | $5,447 | $109,967-95.0% | $97,197-94.4% | $145,877-96.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 18.52% | 244.27%-225.8pp | 75.47%-57.0pp | 551.28%-532.8pp |
| Employer contribution / active EE | $561 | $3,077-81.8% | $2,723-79.4% | $4,663-88.0% |
| Participant deferral / active EE | $9,382 | $4,676+100.6% | $4,263+120.1% | $6,691+40.2% |
| Admin fee / account holder | $6,649 | $6,199+7.3% | $5,637+17.9% | $13,402-50.4% |