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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 | $14,845 | $175,257-91.5% | $149,717-90.1% | $139,456-89.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 18.46% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,639 | $5,477-51.8% | $4,820-45.2% | $4,753-44.5% |
| Participant deferral / active EE | $3,661 | $6,521-43.9% | $5,682-35.6% | $6,711-45.4% |
| Admin fee / account holder | $2,102 | $16,156-87.0% | $13,213-84.1% | $11,407-81.6% |