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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 | $13,417 | $144,130-90.7% | $117,860-88.6% | $147,585-90.9% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 16.64% | 531.20%-514.6pp | 335.10%-318.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $2,357 | $4,897-51.9% | $3,786-37.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,640 | $5,316-31.5% | $4,482-18.8% | $5,439-33.1% |
| Admin fee / account holder | $2,832 | $10,887-74.0% | $8,021-64.7% | $10,886-74.0% |