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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 | $8,261 | $174,379-95.3% | $152,093-94.6% | $138,895-94.1% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 20.00% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,339 | $6,159-62.0% | $5,451-57.1% | $6,396-63.4% |
| Admin fee / account holder | $2,125 | $16,880-87.4% | $14,497-85.3% | $12,562-83.1% |