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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 | $13,759 | $101,798-86.5% | $165,071-91.7% | $80,935-83.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 11.20% | 16.73%-5.5pp | 70.17%-59.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,031 | $4,476+57.1% | $6,035+16.5% | $4,299+63.5% |
| Admin fee / account holder | $474 | $8,221-94.2% | $12,695-96.3% | $6,924-93.2% |