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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 | $1,095 | $228,395-99.5% | $185,861-99.4% | $158,982-99.3% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 12.00% | 40.82%-28.8pp | 35.96%-24.0pp | 302.99%-291.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,505 | $6,417-76.6% | $5,634-73.3% | $5,983-74.9% |
| Admin fee / account holder | $22,194 | $11,869+87.0% | $9,503+133.5% | $11,252+97.3% |