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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 | $8,621 | $181,896-95.3% | $156,551-94.5% | $273,972-96.9% |
| Participation rate | 16.7% | 88.4%-71.7pp | 84.0%-67.3pp | 83.0%-66.3pp |
| Annual return | 4.72% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,907 | $5,550-65.6% | $4,871-60.8% | $5,287-63.9% |
| Admin fee / account holder | $13,363 | $15,560-14.1% | $13,028+2.6% | $10,133+31.9% |