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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 | $2,425 | $155,555-98.4% | $146,866-98.3% | $155,188-98.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 13.85% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,738 | $4,647-19.6% | $4,425-15.5% | $4,248-12.0% |
| Participant deferral / active EE | $7,131 | $8,044-11.4% | $7,759-8.1% | $6,531+9.2% |
| Admin fee / account holder | $7,126 | $14,755-51.7% | $13,620-47.7% | $14,480-50.8% |