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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 | $1,767 | $125,184-98.6% | $105,607-98.3% | $145,884-98.8% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 14.07% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.8pp |
| Employer contribution / active EE | $10,594 | $3,720+184.8% | $3,167+234.5% | $4,662+127.2% |
| Participant deferral / active EE | $33,608 | $5,714+488.2% | $5,011+570.7% | $6,690+402.4% |
| Admin fee / account holder | $1,871,382 | $17,133+10822.5% | $10,958+16977.7% | $13,392+13874.0% |