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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 | $8,916 | $116,190-92.3% | $93,614-90.5% | $152,885-94.2% |
| Participation rate | 63.6% | 78.0%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 35.74% | 35.96%-0.2pp | 32.76%+3.0pp | 345.39%-309.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,118 | $4,604-10.5% | $4,069+1.2% | $5,851-29.6% |
| Admin fee / account holder | $1,454 | $10,749-86.5% | $7,889-81.6% | $11,598-87.5% |