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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 | $251 | $185,312-99.9% | $161,489-99.8% | $154,746-99.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 11.98% | 103.84%-91.9pp | 89.72%-77.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $11,059 | $4,769+131.9% | $4,268+159.1% | $4,379+152.5% |
| Participant deferral / active EE | $25,404 | $6,350+300.1% | $5,630+351.2% | $6,730+277.5% |
| Admin fee / account holder | $90,591 | $18,654+385.6% | $16,006+466.0% | $14,365+530.6% |