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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 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 31.82% | 74.86%-43.0pp | 66.36%-34.5pp | 145.39%-113.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,049 | $6,159-66.7% | $5,451-62.4% | $6,396-68.0% |
| Admin fee / account holder | $378 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |