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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 | $17,145 | $157,829-89.1% | $136,867-87.5% | $198,609-91.4% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 8.77% | 51.25%-42.5pp | 42.97%-34.2pp | 202.70%-193.9pp |
| Employer contribution / active EE | $2,302 | $3,923-41.3% | $3,547-35.1% | $5,055-54.5% |
| Participant deferral / active EE | $2,302 | $5,463-57.9% | $4,924-53.2% | $6,977-67.0% |
| Admin fee / account holder | $10,239 | $11,107-7.8% | $10,340-1.0% | $19,030-46.2% |