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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 | $15,310 | $150,447-89.8% | $136,298-88.8% | $147,586-89.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 14.80% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,342 | $5,256-55.4% | $4,696-50.1% | $4,876-52.0% |
| Participant deferral / active EE | $6,752 | $6,631+1.8% | $6,247+8.1% | $5,439+24.1% |
| Admin fee / account holder | $6,182 | $10,906-43.3% | $9,244-33.1% | $10,886-43.2% |