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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 | $13,772 | $117,904-88.3% | $102,457-86.6% | $145,978-90.6% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 19.97% | 31.80%-11.8pp | 29.41%-9.4pp | 550.52%-530.5pp |
| Employer contribution / active EE | $10,620 | $3,613+193.9% | $3,022+251.4% | $4,662+127.8% |
| Participant deferral / active EE | $22,896 | $5,733+299.3% | $5,054+353.0% | $6,690+242.3% |
| Admin fee / account holder | $10,602 | $13,329-20.5% | $9,451+12.2% | $13,400-20.9% |