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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 | $27,003 | $180,466-85.0% | $154,114-82.5% | $135,382-80.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 1.95% | 888.15%-886.2pp | 735.16%-733.2pp | 519.77%-517.8pp |
| Employer contribution / active EE | $1,534 | $6,035-74.6% | $5,298-71.0% | $4,779-67.9% |
| Participant deferral / active EE | $2,348 | $5,806-59.6% | $5,081-53.8% | $5,609-58.1% |
| Admin fee / account holder | $4,757 | $16,144-70.5% | $13,411-64.5% | $10,829-56.1% |