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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 | $5,506 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-98.0% |
| Participation rate | 30.0% | 74.1%-44.1pp | 68.4%-38.4pp | 83.0%-53.0pp |
| Annual return | 4.46% | 2.55%+1.9pp | 5.24%-0.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $310 | $2,962-89.5% | $2,591-88.0% | $5,287-94.1% |
| Admin fee / account holder | $450 | $3,725-87.9% | $2,903-84.5% | $10,133-95.6% |