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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 | $254,759-92.7% | $216,567-91.5% | $198,609-90.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 10.48% | 10.04%+0.4pp | 12.94%-2.5pp | 202.70%-192.2pp |
| Employer contribution / active EE | $4,277 | $6,096-29.8% | $5,216-18.0% | $5,055-15.4% |
| Participant deferral / active EE | $5,469 | $6,948-21.3% | $6,191-11.7% | $6,977-21.6% |
| Admin fee / account holder | $482,486 | $26,311+1733.8% | $21,981+2095.1% | $19,030+2435.4% |