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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 | $24,078 | $104,482-77.0% | $159,455-84.9% | $79,393-69.7% |
| Participation rate | 42.1% | 76.6%-34.5pp | 82.8%-40.7pp | 70.7%-28.6pp |
| Annual return | 77.88% | 67.96%+9.9pp | 263.63%-185.7pp | 116.87%-39.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,438 | $6,467-15.9% | $7,353-26.0% | $4,046+34.4% |
| Admin fee / account holder | $1,363 | $711+91.6% | $10,800-87.4% | $627+117.5% |