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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 | $9,533 | $199,109-95.2% | $173,730-94.5% | $154,746-93.8% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 9.57% | 20.02%-10.4pp | 19.96%-10.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $3,255 | $5,311-38.7% | $4,577-28.9% | $4,379-25.7% |
| Participant deferral / active EE | $4,266 | $7,113-40.0% | $6,326-32.6% | $6,730-36.6% |
| Admin fee / account holder | $37,631 | $20,916+79.9% | $17,523+114.7% | $14,365+162.0% |