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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 | $10,163 | $111,814-90.9% | $103,378-90.2% | $145,978-93.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.58% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $33,735 | $4,215+700.3% | $3,870+771.6% | $4,662+623.6% |
| Participant deferral / active EE | $91,776 | $5,618+1533.6% | $5,058+1714.6% | $6,690+1271.9% |
| Admin fee / account holder | $212,656 | $9,764+2078.0% | $8,401+2431.4% | $13,400+1486.9% |