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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 | $15,829 | $99,652-84.1% | $78,778-79.9% | $147,586-89.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 40.29% | 47.28%-7.0pp | 35.62%+4.7pp | 578.59%-538.3pp |
| Employer contribution / active EE | $1,078 | $2,796-61.4% | $1,986-45.7% | $4,876-77.9% |
| Participant deferral / active EE | $9,585 | $3,664+161.6% | $2,958+224.0% | $5,439+76.2% |
| Admin fee / account holder | $338 | $7,155-95.3% | $5,134-93.4% | $10,886-96.9% |