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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 | $19,921 | $215,361-90.7% | $171,082-88.4% | $273,972-92.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 5.46% | 25.14%-19.7pp | 32.56%-27.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,000 | $4,967-59.7% | $4,002-50.0% | $4,869-58.9% |
| Participant deferral / active EE | $9,260 | $5,543+67.0% | $4,797+93.0% | $5,287+75.1% |
| Admin fee / account holder | $1,191 | $10,846-89.0% | $8,520-86.0% | $10,133-88.3% |