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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 | $15,405 | $160,028-90.4% | $147,080-89.5% | $145,884-89.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 74.29% | 98.60%-24.3pp | 420.17%-345.9pp | 551.85%-477.6pp |
| Employer contribution / active EE | $2,082 | $5,286-60.6% | $4,933-57.8% | $4,662-55.4% |
| Participant deferral / active EE | $3,536 | $8,422-58.0% | $8,066-56.2% | $6,690-47.1% |
| Admin fee / account holder | $13,888 | $15,030-7.6% | $12,989+6.9% | $13,392+3.7% |