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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 | $27,214 | $125,797-78.4% | $170,043-84.0% | $75,173-63.8% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 41.83% | 27.20%+14.6pp | 53.40%-11.6pp | 160.72%-118.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,354 | $6,838+22.2% | $10,410-19.7% | $4,126+102.5% |
| Admin fee / account holder | $9,239 | $8,177+13.0% | $12,824-28.0% | $5,651+63.5% |