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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 | $3,740 | $153,311-97.6% | $109,313-96.6% | $273,972-98.6% |
| Participation rate | 45.0% | 80.1%-35.1pp | 71.3%-26.3pp | 83.0%-38.0pp |
| Annual return | 5.59% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $512 | $3,932-87.0% | $3,166-83.8% | $5,287-90.3% |
| Admin fee / account holder | $2,427 | $8,076-70.0% | $5,666-57.2% | $10,133-76.1% |