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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 | $15,449 | $148,582-89.6% | $135,942-88.6% | $139,456-88.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 65.88% | 79.26%-13.4pp | 68.28%-2.4pp | 373.45%-307.6pp |
| Employer contribution / active EE | $5,481 | $5,245+4.5% | $4,858+12.8% | $4,753+15.3% |
| Participant deferral / active EE | $10,722 | $8,101+32.3% | $7,759+38.2% | $6,711+59.8% |
| Admin fee / account holder | $382 | $12,402-96.9% | $10,764-96.5% | $11,407-96.7% |