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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 | $19,955 | $86,938-77.0% | $102,423-80.5% | $80,925-75.3% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.7%-28.0pp |
| Annual return | 293.45% | 18.89%+274.6pp | 29.42%+264.0pp | 35.65%+257.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,747 | $4,120+15.2% | $5,054-6.1% | $4,299+10.4% |
| Admin fee / account holder | $1,816 | $8,053-77.4% | $9,455-80.8% | $6,940-73.8% |