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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 | $4,583 | $202,342-97.7% | $172,752-97.3% | $152,897-97.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 25.25% | 1029.83%-1004.6pp | 802.97%-777.7pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,427 | $5,858-58.6% | $5,144-52.8% | $4,764-49.1% |
| Participant deferral / active EE | $3,517 | $5,948-40.9% | $5,198-32.3% | $5,851-39.9% |
| Admin fee / account holder | $5,313 | $17,111-69.0% | $13,955-61.9% | $11,599-54.2% |