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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 | $16,078 | $89,370-82.0% | $141,197-88.6% | $72,976-78.0% |
| Participation rate | 57.4% | 75.1%-17.7pp | 82.5%-25.1pp | 69.5%-12.1pp |
| Annual return | 27.17% | 111.88%-84.7pp | 71.41%-44.2pp | 81.02%-53.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,751 | $5,419-12.3% | $6,710-29.2% | $3,608+31.7% |
| Admin fee / account holder | $510 | $5,957-91.4% | $10,265-95.0% | $5,124-90.0% |