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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 | $19,750 | $102,385-80.7% | $147,080-86.6% | $80,935-75.6% |
| Participation rate | 37.9% | 75.9%-37.9pp | 82.2%-44.3pp | 67.7%-29.7pp |
| Annual return | 36.86% | 135.09%-98.2pp | 420.17%-383.3pp | 35.66%+1.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,057 | $6,651-39.0% | $8,066-49.7% | $4,299-5.6% |
| Admin fee / account holder | $562 | $7,951-92.9% | $12,989-95.7% | $6,924-91.9% |