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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 | $28,435 | $105,284-73.0% | $150,734-81.1% | $94,015-69.8% |
| Participation rate | 59.4% | 71.7%-12.4pp | 78.4%-19.1pp | 70.8%-11.4pp |
| Annual return | 21.41% | 15.67%+5.7pp | 600.81%-579.4pp | 17.84%+3.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,257 | $4,274-23.8% | $5,610-41.9% | $4,249-23.4% |
| Admin fee / account holder | $5,460 | $9,839-44.5% | $14,905-63.4% | $8,951-39.0% |