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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 | $4,965 | $181,896-97.3% | $156,551-96.8% | $273,972-98.2% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 5.58% | 30.74%-25.2pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,938 | $5,550-65.1% | $4,871-60.2% | $5,287-63.3% |
| Admin fee / account holder | $2,320 | $15,560-85.1% | $13,028-82.2% | $10,133-77.1% |