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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 | $35,836 | $146,267-75.5% | $197,124-81.8% | $82,448-56.5% |
| Participation rate | 47.5% | 84.0%-36.6pp | 86.7%-39.3pp | 68.1%-20.6pp |
| Annual return | 36.80% | 29.61%+7.2pp | 44.34%-7.5pp | 41.64%-4.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,381 | $7,035-37.7% | $9,135-52.0% | $4,139+5.8% |
| Admin fee / account holder | $3,073 | $14,422-78.7% | $16,298-81.1% | $7,234-57.5% |