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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 | $4,140 | $160,040-97.4% | $147,096-97.2% | $145,877-97.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.57% | 98.49%-80.9pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $9,558 | $5,289+80.7% | $4,936+93.6% | $4,663+105.0% |
| Participant deferral / active EE | $13,852 | $8,429+64.3% | $8,071+71.6% | $6,691+107.0% |
| Admin fee / account holder | $18,357 | $15,050+22.0% | $13,005+41.1% | $13,402+37.0% |