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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 | $5,431 | $100,147-94.6% | $81,286-93.3% | $145,877-96.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 13.11% | 34.44%-21.3pp | 24.80%-11.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,540 | $2,977+119.7% | $2,463+165.6% | $4,663+40.3% |
| Participant deferral / active EE | $13,482 | $4,607+192.6% | $3,883+247.2% | $6,691+101.5% |
| Admin fee / account holder | $70,004 | $8,201+753.6% | $5,764+1114.5% | $13,402+422.3% |