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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 | $8,604 | $48,570-82.3% | $130,660-93.4% | $72,975-88.2% |
| Participation rate | 0.0% | 58.6%-58.6pp | 71.7%-71.7pp | 69.5%-69.5pp |
| Annual return | 40.72% | 38.63%+2.1pp | 1709.29%-1668.6pp | 81.01%-40.3pp |
| Employer contribution / active EE | $2,160 | $1,334+61.9% | $4,092-47.2% | $2,440-11.5% |
| Participant deferral / active EE | $3,657 | $2,384+53.4% | $3,603+1.5% | $3,608+1.4% |
| Admin fee / account holder | $578 | $3,549-83.7% | $5,463-89.4% | $5,124-88.7% |