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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 | $4,477 | $185,312-97.6% | $161,489-97.2% | $154,746-97.1% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 14.78% | 103.84%-89.1pp | 89.72%-74.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,782 | $4,769-62.6% | $4,268-58.3% | $4,379-59.3% |
| Participant deferral / active EE | $2,428 | $6,350-61.8% | $5,630-56.9% | $6,730-63.9% |
| Admin fee / account holder | $1,284 | $18,654-93.1% | $16,006-92.0% | $14,365-91.1% |