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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 | $5,453 | $77,638-93.0% | $156,551-96.5% | $62,881-91.3% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 44.13% | 50.33%-6.2pp | 32.23%+11.9pp | 20.14%+24.0pp |
| Employer contribution / active EE | $890 | $3,444-74.2% | $5,501-83.8% | $2,281-61.0% |
| Participant deferral / active EE | $895 | $3,046-70.6% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $819 | $5,561-85.3% | $13,028-93.7% | $4,296-80.9% |