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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 | $13,831 | $106,918-87.1% | $84,021-83.5% | $152,897-91.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 13.89% | 105.01%-91.1pp | 71.32%-57.4pp | 345.43%-331.5pp |
| Employer contribution / active EE | $1,049 | $2,735-61.6% | $1,984-47.1% | $4,764-78.0% |
| Participant deferral / active EE | $2,050 | $4,012-48.9% | $3,239-36.7% | $5,851-65.0% |
| Admin fee / account holder | $116,379 | $8,288+1304.2% | $6,102+1807.3% | $11,599+903.3% |