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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 | $26,416 | $99,957-73.6% | $149,715-82.4% | $73,493-64.1% |
| Participation rate | 22.7% | 75.7%-53.0pp | 82.5%-59.8pp | 70.7%-48.0pp |
| Annual return | 55.04% | 53.87%+1.2pp | 276.66%-221.6pp | 28.51%+26.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,745 | $6,073-54.8% | $6,842-59.9% | $3,740-26.6% |
| Admin fee / account holder | $1,364 | $551+147.6% | $9,310-85.4% | $513+165.8% |