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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 | $15,841 | $135,956-88.3% | $123,894-87.2% | $273,972-94.2% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,001 | $6,343-36.9% | $5,984-33.1% | $5,287-24.3% |
| Admin fee / account holder | $8,263 | $9,817-15.8% | $8,357-1.1% | $10,133-18.4% |