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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 | $472 | $111,814-99.6% | $103,374-99.5% | $145,959-99.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.94% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $988 | $4,214-76.5% | $3,869-74.5% | $4,661-78.8% |
| Participant deferral / active EE | $2,019 | $5,618-64.1% | $5,058-60.1% | $6,689-69.8% |
| Admin fee / account holder | $25,797 | $9,754+164.5% | $8,394+207.3% | $13,398+92.5% |