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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 | $17,023 | $78,013-78.2% | $178,449-90.5% | $80,911-79.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 16.06% | 18.07%-2.0pp | 27.09%-11.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,035 | $4,408-8.5% | $6,277-35.7% | $4,297-6.1% |
| Admin fee / account holder | $2,049 | $7,166-71.4% | $10,362-80.2% | $6,935-70.4% |