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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 | $22,223 | $89,370-75.1% | $141,197-84.3% | $72,976-69.5% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 22.99% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,265 | $5,419-39.7% | $6,710-51.3% | $3,608-9.5% |
| Admin fee / account holder | $4,090 | $5,957-31.3% | $10,265-60.2% | $5,124-20.2% |