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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 | $13,115 | $85,766-84.7% | $136,298-90.4% | $70,126-81.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 34.04% | 31.46%+2.6pp | 5156.27%-5122.2pp | 73.15%-39.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,382 | $5,051-33.1% | $6,247-45.9% | $3,332+1.5% |
| Admin fee / account holder | $1,517 | $5,421-72.0% | $9,244-83.6% | $4,645-67.4% |