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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 | $20,360 | $142,354-85.7% | $125,529-83.8% | $155,188-86.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 6.93% | 306.06%-299.1pp | 202.56%-195.6pp | 148.84%-141.9pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,622 | $5,491-52.2% | $4,813-45.5% | $6,531-59.8% |
| Admin fee / account holder | $10,387 | $19,392-46.4% | $16,298-36.3% | $14,480-28.3% |