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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 | $115 | $154,228-99.9% | $145,433-99.9% | $137,256-99.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 16.21% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,876 | $4,804-40.1% | $4,554-36.8% | $4,156-30.8% |
| Participant deferral / active EE | $4,285 | $8,216-47.9% | $7,897-45.7% | $6,407-33.1% |
| Admin fee / account holder | $200,262 | $14,344+1296.2% | $13,129+1425.3% | $12,270+1532.1% |