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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 | $9,119 | $174,379-94.8% | $152,093-94.0% | $138,895-93.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 15.16% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $10,485 | $4,652+125.4% | $4,175+151.2% | $4,194+150.0% |
| Participant deferral / active EE | $37,020 | $6,159+501.1% | $5,451+579.1% | $6,396+478.8% |
| Admin fee / account holder | $29,107 | $16,880+72.4% | $14,497+100.8% | $12,562+131.7% |