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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 | $7,111 | $127,387-94.4% | $115,038-93.8% | $125,389-94.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,691 | $5,166-47.9% | $4,608-41.6% | $4,866-44.7% |
| Participant deferral / active EE | $8,343 | $6,423+29.9% | $6,026+38.4% | $5,352+55.9% |
| Admin fee / account holder | $14,855 | $9,516+56.1% | $8,175+81.7% | $9,541+55.7% |