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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 | $143,969-75.1% | $199,883-82.1% | $82,637-56.6% |
| Participation rate | 47.5% | 84.1%-36.7pp | 86.8%-39.3pp | 68.1%-20.6pp |
| Annual return | 36.80% | 25.67%+11.1pp | 43.81%-7.0pp | 53.51%-16.7pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,381 | $6,937-36.8% | $9,138-52.1% | $4,126+6.2% |
| Admin fee / account holder | $3,073 | $14,597-78.9% | $17,268-82.2% | $7,339-58.1% |