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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 | $8,134 | $172,111-95.3% | $150,298-94.6% | $137,256-94.1% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 15.97% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,874 | $6,166-69.6% | $5,453-65.6% | $6,407-70.8% |
| Admin fee / account holder | $493 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |