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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 | $7,388 | $105,145-93.0% | $94,664-92.2% | $139,466-94.7% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 15.97% | 38.09%-22.1pp | 156.84%-140.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,092 | $4,107-49.1% | $3,673-43.0% | $4,754-56.0% |
| Participant deferral / active EE | $5,502 | $7,599-27.6% | $7,417-25.8% | $6,712-18.0% |
| Admin fee / account holder | $5,802 | $8,972-35.3% | $7,222-19.7% | $11,409-49.1% |