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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 | $18,790 | $82,028-77.1% | $123,105-84.7% | $59,633-68.5% |
| Participation rate | 51.9% | 83.2%-31.3pp | 86.8%-34.8pp | 68.7%-16.7pp |
| Annual return | 35.60% | 5.12%+30.5pp | 13.22%+22.4pp | 2041.45%-2005.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,422 | $4,667-26.7% | $6,229-45.1% | $3,192+7.2% |
| Admin fee / account holder | $547 | $5,879-90.7% | $9,014-93.9% | $4,297-87.3% |