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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 | $3,269 | $88,815-96.3% | $81,882-96.0% | $145,897-97.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 10.28% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,192 | $3,086-61.4% | $2,916-59.1% | $4,663-74.4% |
| Participant deferral / active EE | $1,764 | $4,647-62.0% | $4,323-59.2% | $6,689-73.6% |
| Admin fee / account holder | $13,252 | $8,434+57.1% | $7,360+80.1% | $13,390-1.0% |