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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 | $13,437 | $93,346-85.6% | $71,796-81.3% | $273,972-95.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 7.15% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $909 | $2,733-66.8% | $1,924-52.8% | $4,869-81.3% |
| Participant deferral / active EE | $5,115 | $3,475+47.2% | $2,794+83.1% | $5,287-3.3% |
| Admin fee / account holder | $4,868 | $6,571-25.9% | $4,815+1.1% | $10,133-52.0% |