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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 | $148,663 | $554,306-73.2% | $165,764-10.3% | $554,306-73.2% |
| Participation rate | 0.0% | 84.6%-84.6pp | 75.0%-75.0pp | 84.6%-84.6pp |
| Annual return | 11.15% | 10.47%+0.7pp | 12.05%-0.9pp | 10.47%+0.7pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $8,536-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $3,838 | $3,690+4.0% | $5,534-30.6% | $3,690+4.0% |
| Admin fee / account holder | $134,575 | $49,540+171.6% | $33,661+299.8% | $49,540+171.6% |