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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 | $181,062-96.4% | $158,223-95.9% | $155,188-95.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 20.74% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,349 | $4,565-48.5% | $4,109-42.8% | $4,248-44.7% |
| Participant deferral / active EE | $2,377 | $6,134-61.3% | $5,467-56.5% | $6,531-63.6% |
| Admin fee / account holder | $2,469 | $18,825-86.9% | $16,047-84.6% | $14,480-82.9% |