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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 | $2,685 | $45,343-94.1% | $150,298-98.2% | $67,986-96.1% |
| Participation rate | 69.4% | 51.9%+17.5pp | 77.8%-8.4pp | 57.2%+12.2pp |
| Annual return | 12.74% | 33.28%-20.5pp | 62.79%-50.0pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $569 | $2,055-72.3% | $5,453-89.6% | $3,358-83.0% |
| Admin fee / account holder | $1,198 | $2,250-46.7% | $14,116-91.5% | $3,203-62.6% |