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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 | $30,021 | $79,209-62.1% | $102,434-70.7% | $74,459-59.7% |
| Participation rate | 55.6% | 74.8%-19.1pp | 76.5%-20.9pp | 67.2%-11.6pp |
| Annual return | 40.50% | 54.98%-14.5pp | 29.46%+11.0pp | 1369.70%-1329.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,429 | $4,417+113.5% | $5,055+86.5% | $4,350+116.8% |
| Admin fee / account holder | $5,909 | $2,002+195.2% | $9,462-37.5% | $1,945+203.9% |