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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 | $236,567 | $224,372+5.4% | $219,333+7.9% | $222,458+6.3% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.61% | -2.14%+0.5pp | -2.00%+0.4pp | -2.16%+0.6pp |
| Employer contribution / active EE | $51,667 | $37,316+38.5% | $34,470+49.9% | $42,957+20.3% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $1,374 | $5,081-73.0% | $5,362-74.4% | $12,572-89.1% |