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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 | $101,752-86.5% | $164,928-91.7% | $80,911-83.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 11.20% | 16.73%-5.5pp | 70.08%-58.9pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,031 | $4,477+57.1% | $6,034+16.5% | $4,297+63.6% |
| Admin fee / account holder | $474 | $8,218-94.2% | $12,684-96.3% | $6,935-93.2% |