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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 | $18,495 | $178,174-89.6% | $156,181-88.2% | $137,256-86.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 10.48% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,277 | $4,972-14.0% | $4,294-0.4% | $4,156+2.9% |
| Participant deferral / active EE | $5,469 | $6,888-20.6% | $6,132-10.8% | $6,407-14.6% |
| Admin fee / account holder | $482,486 | $17,404+2672.3% | $14,586+3207.8% | $12,270+3832.2% |