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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 | $23,788 | $83,023-71.3% | $102,437-76.8% | $77,762-69.4% |
| Participation rate | 27.7% | 71.5%-43.9pp | 74.5%-46.8pp | 70.6%-42.9pp |
| Annual return | 120.09% | 19.12%+101.0pp | 24.95%+95.1pp | 31.27%+88.8pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,468 | $4,110-39.9% | $5,060-51.2% | $4,651-46.9% |
| Admin fee / account holder | $3,002 | $639+369.8% | $8,388-64.2% | $433+593.5% |