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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 | $19,275 | $99,079-80.5% | $78,002-75.3% | $273,970-93.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 23.92% | 217.93%-194.0pp | 425.99%-402.1pp | 41.46%-17.5pp |
| Employer contribution / active EE | $2,970 | $3,308-10.2% | $2,470+20.3% | $4,869-39.0% |
| Participant deferral / active EE | $6,524 | $4,306+51.5% | $3,497+86.6% | $5,287+23.4% |
| Admin fee / account holder | $1,113 | $8,954-87.6% | $5,481-79.7% | $10,132-89.0% |