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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 | $22,179 | $209,336-89.4% | $197,124-88.7% | $137,256-83.8% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 14.31% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $27,748 | $6,591+321.0% | $6,227+345.6% | $4,156+567.7% |
| Participant deferral / active EE | $55,021 | $9,614+472.3% | $9,135+502.3% | $6,407+758.8% |
| Admin fee / account holder | $474,752 | $17,308+2643.0% | $16,298+2812.9% | $12,270+3769.2% |