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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 | $5,981 | $181,062-96.7% | $158,223-96.2% | $155,188-96.1% |
| Participation rate | 5.3% | 82.7%-77.4pp | 79.2%-73.9pp | 80.8%-75.5pp |
| Annual return | 10.89% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,029 | $4,565-77.5% | $4,109-75.0% | $4,248-75.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $507 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |