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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 | $8,616 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 96.36% | 74.59%+21.8pp | 66.58%+29.8pp | 220.34%-124.0pp |
| Employer contribution / active EE | $10,744 | $4,804+123.6% | $4,554+135.9% | $4,156+158.5% |
| Participant deferral / active EE | $13,430 | $8,216+63.5% | $7,897+70.1% | $6,407+109.6% |
| Admin fee / account holder | $21,220 | $14,344+47.9% | $13,129+61.6% | $12,270+72.9% |