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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 | $162,136-94.7% | $152,301-94.3% | $154,746-94.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 96.36% | 91.02%+5.3pp | 80.50%+15.9pp | 172.34%-76.0pp |
| Employer contribution / active EE | $10,744 | $4,890+119.7% | $4,624+132.3% | $4,379+145.3% |
| Participant deferral / active EE | $13,430 | $8,341+61.0% | $8,004+67.8% | $6,730+99.5% |
| Admin fee / account holder | $21,220 | $15,759+34.6% | $14,398+47.4% | $14,365+47.7% |