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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 | $16,050 | $102,422-84.3% | $147,117-89.1% | $80,959-80.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 12.61% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,364 | $3,717-36.4% | $4,932-52.1% | $2,757-14.3% |
| Participant deferral / active EE | $5,291 | $6,652-20.5% | $8,065-34.4% | $4,300+23.0% |
| Admin fee / account holder | $1,485 | $7,953-81.3% | $12,993-88.6% | $6,925-78.6% |