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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 | $213,785-91.3% | $185,441-90.0% | $155,188-88.1% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 10.48% | 19.97%-9.5pp | 20.16%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $4,277 | $5,393-20.7% | $4,672-8.5% | $4,248+0.7% |
| Participant deferral / active EE | $5,469 | $6,864-20.3% | $6,152-11.1% | $6,531-16.3% |
| Admin fee / account holder | $482,486 | $21,134+2183.0% | $17,890+2597.0% | $14,480+3232.1% |