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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 | $20,788 | $78,976-73.7% | $100,383-79.3% | $74,546-72.1% |
| Participation rate | 43.3% | 79.5%-36.2pp | 81.5%-38.2pp | 67.2%-23.9pp |
| Annual return | 24.02% | 20.62%+3.4pp | 49.26%-25.2pp | 1366.03%-1342.0pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,808 | $7,758-38.0% | $8,086-40.5% | $4,347+10.6% |
| Admin fee / account holder | $4,781 | $1,330+259.5% | $7,900-39.5% | $1,944+146.0% |