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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 | $20,866 | $196,972-89.4% | $182,262-88.6% | $198,609-89.5% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 14.94% | 158.27%-143.3pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $5,156 | $5,364-3.9% | $5,046+2.2% | $5,055+2.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,550 | $18,429-64.5% | $16,712-60.8% | $19,030-65.6% |