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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 | $8,794 | $99,011-91.1% | $86,582-89.8% | $147,586-94.0% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 22.36% | 1312.75%-1290.4pp | 965.08%-942.7pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,537 | $3,132-50.9% | $2,839-45.9% | $4,876-68.5% |
| Participant deferral / active EE | $3,838 | $3,972-3.4% | $3,609+6.4% | $5,439-29.4% |
| Admin fee / account holder | $306 | $5,709-94.6% | $4,904-93.8% | $10,886-97.2% |