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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 | $18,995 | $102,429-81.5% | $147,096-87.1% | $80,925-76.5% |
| Participation rate | 56.4% | 75.9%-19.5pp | 82.2%-25.8pp | 67.7%-11.2pp |
| Annual return | 23.56% | 135.02%-111.5pp | 419.75%-396.2pp | 35.65%-12.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,779 | $6,649-28.1% | $8,071-40.8% | $4,299+11.2% |
| Admin fee / account holder | $645 | $7,957-91.9% | $13,005-95.0% | $6,940-90.7% |