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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 | $16,614 | $106,749-84.4% | $145,433-88.6% | $82,448-79.8% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 15.70% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,809 | $3,444-47.5% | $4,554-60.3% | $2,551-29.1% |
| Participant deferral / active EE | $9,576 | $6,519+46.9% | $7,897+21.3% | $4,139+131.3% |
| Admin fee / account holder | $5,609 | $8,390-33.1% | $13,129-57.3% | $7,234-22.5% |