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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 | $6,286 | $172,111-96.3% | $150,298-95.8% | $137,256-95.4% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 80.40% | 69.37%+11.0pp | 62.79%+17.6pp | 220.34%-139.9pp |
| Employer contribution / active EE | $3,265 | $4,636-29.6% | $4,154-21.4% | $4,156-21.4% |
| Participant deferral / active EE | $3,265 | $6,166-47.1% | $5,453-40.1% | $6,407-49.0% |
| Admin fee / account holder | $5,653 | $16,471-65.7% | $14,116-60.0% | $12,270-53.9% |