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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 | $7,654 | $90,486-91.5% | $78,676-90.3% | $273,972-97.2% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 3.46% | 75.62%-72.2pp | 62.19%-58.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,133 | $3,175-64.3% | $2,850-60.3% | $4,869-76.7% |
| Participant deferral / active EE | $1,734 | $3,901-55.6% | $3,517-50.7% | $5,287-67.2% |
| Admin fee / account holder | $13,484 | $5,263+156.2% | $4,510+199.0% | $10,133+33.1% |