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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 | $17,015 | $117,895-85.6% | $102,460-83.4% | $145,897-88.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 9.89% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,426 | $5,736-22.9% | $5,056-12.5% | $6,689-33.8% |
| Admin fee / account holder | $31,749 | $13,353+137.8% | $9,460+235.6% | $13,390+137.1% |