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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 | $254,759-96.3% | $216,567-95.6% | $198,609-95.2% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 9.57% | 10.04%-0.5pp | 12.94%-3.4pp | 202.70%-193.1pp |
| Employer contribution / active EE | $3,255 | $6,096-46.6% | $5,216-37.6% | $5,055-35.6% |
| Participant deferral / active EE | $4,266 | $6,948-38.6% | $6,191-31.1% | $6,977-38.9% |
| Admin fee / account holder | $37,631 | $26,311+43.0% | $21,981+71.2% | $19,030+97.7% |