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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 | $22,797 | $199,109-88.6% | $173,730-86.9% | $154,746-85.3% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 9.45% | 20.02%-10.6pp | 19.96%-10.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,313 | $5,311-75.3% | $4,577-71.3% | $4,379-70.0% |
| Participant deferral / active EE | $3,580 | $7,113-49.7% | $6,326-43.4% | $6,730-46.8% |
| Admin fee / account holder | $2,344,232 | $20,916+11107.9% | $17,523+13277.7% | $14,365+16218.8% |