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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 | $2,569 | $124,425-97.9% | $112,040-97.7% | $137,256-98.1% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 27.51% | 24.72%+2.8pp | 24.52%+3.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,826 | $5,718-33.1% | $5,098-24.9% | $6,407-40.3% |
| Admin fee / account holder | $22,533 | $15,207+48.2% | $12,098+86.2% | $12,270+83.6% |