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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 | $2,100 | $196,972-98.9% | $182,262-98.8% | $198,609-98.9% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 11.58% | 158.27%-146.7pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $5,999 | $5,364+11.9% | $5,046+18.9% | $5,055+18.7% |
| Participant deferral / active EE | $10,348 | $8,643+19.7% | $8,276+25.0% | $6,977+48.3% |
| Admin fee / account holder | $2,289,761 | $18,429+12325.0% | $16,712+13601.4% | $19,030+11932.2% |