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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 | $15,695 | $81,446-80.7% | $103,374-84.8% | $80,874-80.6% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 11.93% | 25.57%-13.6pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $5,288 | $3,107+70.2% | $3,869+36.7% | $2,756+91.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,923 | $6,715-41.6% | $8,394-53.3% | $6,935-43.4% |