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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 | $20,912 | $102,385-79.6% | $147,080-85.8% | $80,935-74.2% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 37.01% | 135.09%-98.1pp | 420.17%-383.2pp | 35.66%+1.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,871 | $6,651+33.4% | $8,066+10.0% | $4,299+106.3% |
| Admin fee / account holder | $4,669 | $7,951-41.3% | $12,989-64.1% | $6,924-32.6% |