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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 | $24,862 | $100,003-75.1% | $146,685-83.1% | $85,856-71.0% |
| Participation rate | 25.6% | 73.1%-47.5pp | 80.1%-54.5pp | 69.3%-43.7pp |
| Annual return | 23.24% | 18.93%+4.3pp | 22.75%+0.5pp | 318.58%-295.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,694 | $4,006-32.8% | $5,507-51.1% | $3,952-31.8% |
| Admin fee / account holder | $21,841 | $7,704+183.5% | $10,281+112.4% | $6,261+248.9% |