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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 | $5,202 | $166,089-96.9% | $164,928-96.8% | $145,978-96.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,227 | $5,276-38.8% | $4,343-25.7% | $4,662-30.8% |
| Participant deferral / active EE | $9,377 | $6,961+34.7% | $6,034+55.4% | $6,690+40.2% |
| Admin fee / account holder | $3,702 | $16,641-77.8% | $12,684-70.8% | $13,400-72.4% |