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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 | $199,109-90.7% | $173,730-89.4% | $154,746-88.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 10.48% | 20.02%-9.5pp | 19.96%-9.5pp | 172.34%-161.9pp |
| Employer contribution / active EE | $4,277 | $5,311-19.5% | $4,577-6.6% | $4,379-2.3% |
| Participant deferral / active EE | $5,469 | $7,113-23.1% | $6,326-13.6% | $6,730-18.7% |
| Admin fee / account holder | $482,486 | $20,916+2206.8% | $17,523+2653.4% | $14,365+3258.7% |