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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 | $18,375 | $69,977-73.7% | $108,582-83.1% | $62,881-70.8% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | 6.56% | 10.73%-4.2pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,147 | $3,165-0.6% | $4,311-27.0% | $3,203-1.8% |
| Admin fee / account holder | $4,138 | $5,076-18.5% | $7,645-45.9% | $4,296-3.7% |