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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 | $6,256 | $199,109-96.9% | $173,730-96.4% | $154,746-96.0% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 9.31% | 20.02%-10.7pp | 19.96%-10.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,435 | $7,113-65.8% | $6,326-61.5% | $6,730-63.8% |
| Admin fee / account holder | $8,813 | $20,916-57.9% | $17,523-49.7% | $14,365-38.7% |