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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 | $162,136-98.7% | $152,301-98.6% | $154,746-98.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 11.58% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $5,999 | $4,890+22.7% | $4,624+29.7% | $4,379+37.0% |
| Participant deferral / active EE | $10,348 | $8,341+24.1% | $8,004+29.3% | $6,730+53.8% |
| Admin fee / account holder | $2,289,761 | $15,759+14429.5% | $14,398+15803.5% | $14,365+15839.6% |