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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 | $106,524-84.4% | $152,301-89.1% | $87,485-81.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | 15.70% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,809 | $3,371-46.3% | $4,624-60.9% | $2,596-30.3% |
| Participant deferral / active EE | $9,576 | $6,525+46.8% | $8,004+19.6% | $4,274+124.1% |
| Admin fee / account holder | $5,609 | $8,287-32.3% | $14,398-61.0% | $7,775-27.9% |