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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 | $17,247 | $98,240-82.4% | $82,312-79.0% | $147,586-88.3% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 27.26% | 30.85%-3.6pp | 25.88%+1.4pp | 578.59%-551.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,003 | $4,383-31.5% | $3,706-19.0% | $5,439-44.8% |
| Admin fee / account holder | $14,406 | $8,563+68.2% | $5,608+156.9% | $10,886+32.3% |