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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 | $9,197 | $155,555-94.1% | $146,866-93.7% | $155,188-94.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 18.44% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $4,834 | $4,647+4.0% | $4,425+9.3% | $4,248+13.8% |
| Participant deferral / active EE | $6,042 | $8,044-24.9% | $7,759-22.1% | $6,531-7.5% |
| Admin fee / account holder | $8,626 | $14,755-41.5% | $13,620-36.7% | $14,480-40.4% |