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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 | $2,565 | $91,179-97.2% | $178,499-98.6% | $79,852-96.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 33.89% | 24.19%+9.7pp | 151.10%-117.2pp | 31.72%+2.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,258 | $3,236-61.1% | $5,202-75.8% | $3,740-66.4% |
| Admin fee / account holder | $419 | $6,749-93.8% | $13,986-97.0% | $5,306-92.1% |