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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 | $11,964 | $142,972-91.6% | $214,702-94.4% | $86,983-86.2% |
| Participation rate | 0.0% | 84.9%-84.9pp | 87.5%-87.5pp | 69.5%-69.5pp |
| Annual return | 13.03% | 18.49%-5.5pp | 54.55%-41.5pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $25,944 | $6,568+295.0% | $9,147+183.6% | $4,194+518.6% |
| Admin fee / account holder | $11,312,191 | $17,617+64113.6% | $19,830+56945.3% | $7,856+143896.5% |