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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 | $21,959 | $89,364-75.4% | $141,177-84.4% | $72,983-69.9% |
| Participation rate | 67.1% | 75.1%-8.1pp | 82.5%-15.4pp | 69.5%-2.4pp |
| Annual return | 37.28% | 111.86%-74.6pp | 71.40%-34.1pp | 81.01%-43.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,515 | $5,419+38.7% | $6,710+12.0% | $3,608+108.3% |
| Admin fee / account holder | $2,927 | $5,959-50.9% | $10,263-71.5% | $5,124-42.9% |