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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 | $1,247 | $174,379-99.3% | $152,093-99.2% | $138,895-99.1% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 18.05% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,232 | $6,159-47.5% | $5,451-40.7% | $6,396-49.5% |
| Admin fee / account holder | $40,389 | $16,880+139.3% | $14,497+178.6% | $12,562+221.5% |