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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 | $12,444 | $212,386-94.1% | $199,883-93.8% | $138,895-91.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 17.94% | 47.75%-29.8pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $4,408 | $6,625-33.5% | $6,261-29.6% | $4,194+5.1% |
| Participant deferral / active EE | $4,408 | $9,617-54.2% | $9,138-51.8% | $6,396-31.1% |
| Admin fee / account holder | $447 | $18,233-97.5% | $17,268-97.4% | $12,562-96.4% |