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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 | $6,431 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 20.74% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,349 | $4,636-49.3% | $4,154-43.5% | $4,156-43.5% |
| Participant deferral / active EE | $2,377 | $6,166-61.4% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $2,469 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |