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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 | $3,933 | $106,247-96.3% | $96,515-95.9% | $139,466-97.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 28.17% | 38.47%-10.3pp | 35.73%-7.6pp | 373.66%-345.5pp |
| Employer contribution / active EE | $4,130 | $4,106+0.6% | $3,740+10.4% | $4,754-13.1% |
| Participant deferral / active EE | $4,130 | $5,456-24.3% | $4,880-15.4% | $6,712-38.5% |
| Admin fee / account holder | $1,010 | $7,885-87.2% | $6,735-85.0% | $11,409-91.2% |