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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 | $4,761 | $166,242-97.1% | $165,071-97.1% | $145,884-96.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.09% | 100.44%-83.4pp | 70.17%-53.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,320 | $5,283-56.1% | $4,347-46.6% | $4,662-50.2% |
| Participant deferral / active EE | $2,711 | $6,964-61.1% | $6,035-55.1% | $6,690-59.5% |
| Admin fee / account holder | $38,881 | $16,658+133.4% | $12,695+206.3% | $13,392+190.3% |