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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 | $31,103 | $101,653-69.4% | $147,080-78.9% | $74,459-58.2% |
| Participation rate | 42.7% | 75.6%-32.8pp | 82.2%-39.5pp | 67.2%-24.5pp |
| Annual return | 27.13% | 8754.98%-8727.8pp | 420.17%-393.0pp | 1369.70%-1342.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,156 | $7,304-56.8% | $8,066-60.9% | $4,350-27.4% |
| Admin fee / account holder | $4,718 | $1,752+169.4% | $12,989-63.7% | $1,945+142.6% |