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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 | $12,433 | $89,367-86.1% | $141,191-91.2% | $72,975-83.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.5%-45.0pp | 69.5%-32.0pp |
| Annual return | 34.18% | 111.87%-77.7pp | 71.41%-37.2pp | 81.01%-46.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,735 | $5,419-31.1% | $6,710-44.3% | $3,608+3.5% |
| Admin fee / account holder | $3,717 | $5,957-37.6% | $10,264-63.8% | $5,124-27.5% |