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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 | $6,237 | $185,312-96.6% | $161,489-96.1% | $154,746-96.0% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 31.82% | 103.84%-72.0pp | 89.72%-57.9pp | 172.34%-140.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,049 | $6,350-67.7% | $5,630-63.6% | $6,730-69.6% |
| Admin fee / account holder | $378 | $18,654-98.0% | $16,006-97.6% | $14,365-97.4% |