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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 | $1,692 | $111,787-98.5% | $93,681-98.2% | $145,978-98.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 10.59% | 203.52%-192.9pp | 133.47%-122.9pp | 550.52%-539.9pp |
| Employer contribution / active EE | $859 | $3,093-72.2% | $2,422-64.5% | $4,662-81.6% |
| Participant deferral / active EE | $2,180 | $4,918-55.7% | $4,415-50.6% | $6,690-67.4% |
| Admin fee / account holder | $1,401 | $10,256-86.3% | $8,290-83.1% | $13,400-89.5% |