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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 | $24,757 | $102,385-75.8% | $147,080-83.2% | $80,935-69.4% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 14.28% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,256 | $3,717-66.2% | $4,933-74.5% | $2,757-54.4% |
| Participant deferral / active EE | $2,654 | $6,651-60.1% | $8,066-67.1% | $4,299-38.3% |
| Admin fee / account holder | $6,999 | $7,951-12.0% | $12,989-46.1% | $6,924+1.1% |