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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 | $11,263 | $127,387-91.2% | $115,038-90.2% | $125,389-91.0% |
| Participation rate | 46.7% | 84.2%-37.5pp | 81.4%-34.7pp | 83.2%-36.5pp |
| Annual return | 0.30% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,694 | $6,423-58.1% | $6,026-55.3% | $5,352-49.7% |
| Admin fee / account holder | $825 | $9,516-91.3% | $8,175-89.9% | $9,541-91.3% |