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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 | $82,979-71.3% | $102,383-76.8% | $77,714-69.4% |
| Participation rate | 27.7% | 71.5%-43.9pp | 74.5%-46.9pp | 70.6%-42.9pp |
| Annual return | 120.09% | 19.11%+101.0pp | 24.94%+95.2pp | 31.26%+88.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,468 | $4,109-39.9% | $5,060-51.2% | $4,649-46.9% |
| Admin fee / account holder | $3,002 | $639+370.1% | $8,391-64.2% | $433+592.9% |