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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 | $36,082 | $88,117-59.1% | $164,928-78.1% | $74,400-51.5% |
| Participation rate | 60.3% | 73.1%-12.8pp | 78.6%-18.3pp | 67.2%-6.9pp |
| Annual return | 15.17% | 17.27%-2.1pp | 70.08%-54.9pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,819 | $4,501-15.2% | $6,034-36.7% | $4,348-12.2% |
| Admin fee / account holder | $308 | $2,230-86.2% | $12,684-97.6% | $1,944-84.1% |