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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 | $5,206 | $110,039-95.3% | $97,260-94.6% | $145,884-96.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 8.72% | 244.44%-235.7pp | 75.54%-66.8pp | 551.85%-543.1pp |
| Employer contribution / active EE | $483 | $3,074-84.3% | $2,721-82.3% | $4,662-89.6% |
| Participant deferral / active EE | $965 | $4,674-79.3% | $4,262-77.3% | $6,690-85.6% |
| Admin fee / account holder | $5,650 | $6,204-8.9% | $5,640+0.2% | $13,392-57.8% |