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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 | $12,224 | $144,130-91.5% | $117,861-89.6% | $147,586-91.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 12.96% | 531.20%-518.2pp | 335.11%-322.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $6,109 | $4,897+24.8% | $3,786+61.3% | $4,876+25.3% |
| Participant deferral / active EE | $12,749 | $5,316+139.8% | $4,482+184.4% | $5,439+134.4% |
| Admin fee / account holder | $10,756 | $10,887-1.2% | $8,021+34.1% | $10,886-1.2% |