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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 | $185,312-96.8% | $161,489-96.3% | $154,746-96.1% |
| Participation rate | 5.3% | 82.5%-77.2pp | 78.7%-73.4pp | 80.7%-75.4pp |
| Annual return | 10.89% | 103.84%-93.0pp | 89.72%-78.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,029 | $4,769-78.4% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $507 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |