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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 | $9,197 | $162,136-94.3% | $152,301-94.0% | $154,746-94.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 18.44% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,834 | $4,890-1.2% | $4,624+4.5% | $4,379+10.4% |
| Participant deferral / active EE | $6,042 | $8,341-27.6% | $8,004-24.5% | $6,730-10.2% |
| Admin fee / account holder | $8,626 | $15,759-45.3% | $14,398-40.1% | $14,365-40.0% |