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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 | $2,951 | $115,917-97.5% | $100,535-97.1% | $158,982-98.1% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 13.20% | 34.80%-21.6pp | 30.90%-17.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $13,711 | $4,105+234.0% | $3,419+301.1% | $4,763+187.9% |
| Participant deferral / active EE | $31,837 | $6,677+376.8% | $6,271+407.7% | $5,983+432.1% |
| Admin fee / account holder | $31,879 | $11,002+189.8% | $8,085+294.3% | $11,252+183.3% |