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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 | $181,062-97.5% | $158,223-97.2% | $155,188-97.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 14.78% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,782 | $4,565-61.0% | $4,109-56.6% | $4,248-58.0% |
| Participant deferral / active EE | $2,428 | $6,134-60.4% | $5,467-55.6% | $6,531-62.8% |
| Admin fee / account holder | $1,284 | $18,825-93.2% | $16,047-92.0% | $14,480-91.1% |