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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 | $4,375 | $160,040-97.3% | $147,096-97.0% | $145,877-97.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.81% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,881 | $5,289-64.4% | $4,936-61.9% | $4,663-59.7% |
| Participant deferral / active EE | $3,560 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $990 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |