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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 | $9,397 | $160,070-94.1% | $147,117-93.6% | $145,897-93.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.13% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,845 | $5,285-46.2% | $4,932-42.3% | $4,663-39.0% |
| Participant deferral / active EE | $4,844 | $8,419-42.5% | $8,065-39.9% | $6,689-27.6% |
| Admin fee / account holder | $1,686 | $15,035-88.8% | $12,993-87.0% | $13,390-87.4% |