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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 | $79,045-73.7% | $100,378-79.3% | $74,429-72.1% |
| Participation rate | 43.3% | 79.4%-36.1pp | 81.5%-38.2pp | 67.2%-23.9pp |
| Annual return | 24.02% | 20.61%+3.4pp | 49.41%-25.4pp | 1368.38%-1344.4pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,808 | $7,751-38.0% | $8,087-40.5% | $4,348+10.6% |
| Admin fee / account holder | $4,781 | $1,335+258.2% | $7,899-39.5% | $1,944+145.9% |