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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 | $25,920 | $201,372-87.1% | $184,260-85.9% | $145,884-82.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 24.24% | 29.04%-4.8pp | 28.84%-4.6pp | 551.85%-527.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,322 | $9,808+25.6% | $9,133+34.9% | $6,690+84.2% |
| Admin fee / account holder | $310 | $16,362-98.1% | $13,898-97.8% | $13,392-97.7% |