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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 | $10,582 | $39,162-73.0% | $100,671-89.5% | $59,633-82.3% |
| Participation rate | 36.4% | 55.9%-19.5pp | 70.7%-34.4pp | 68.7%-32.3pp |
| Annual return | 32.77% | 21.07%+11.7pp | 20.43%+12.3pp | 2041.45%-2008.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,678 | $1,992+84.6% | $3,144+17.0% | $3,192+15.2% |
| Admin fee / account holder | $2,167 | $2,969-27.0% | $4,850-55.3% | $4,297-49.6% |