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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 | $12,812 | $211,946-94.0% | $169,452-92.4% | $135,380-90.5% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -8.06% | 3.26%-11.3pp | 1.83%-9.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $6,596 | $5,117+28.9% | $4,157+58.7% | $4,779+38.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $752 | $11,472-93.4% | $9,110-91.7% | $10,828-93.1% |