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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 | $18,858 | $81,947-77.0% | $105,387-82.1% | $72,983-74.2% |
| Participation rate | 43.2% | 76.5%-33.3pp | 82.6%-39.3pp | 69.5%-26.2pp |
| Annual return | 63.85% | 42.90%+20.9pp | 26.82%+37.0pp | 81.01%-17.2pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,764 | $4,494-16.2% | $5,502-31.6% | $3,608+4.3% |
| Admin fee / account holder | $5,200 | $6,258-16.9% | $6,559-20.7% | $5,124+1.5% |