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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 | $24,697 | $102,393-75.9% | $147,041-83.2% | $80,911-69.5% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | 28.40% | 134.95%-106.5pp | 419.21%-390.8pp | 35.63%-7.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,646 | $6,647-30.1% | $8,071-42.4% | $4,297+8.1% |
| Admin fee / account holder | $2,059 | $7,943-74.1% | $13,006-84.2% | $6,935-70.3% |