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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 | $233 | $88,754-99.7% | $81,820-99.7% | $145,877-99.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.53% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7,338 | $3,085+137.8% | $2,915+151.7% | $4,663+57.4% |
| Participant deferral / active EE | $10,460 | $4,648+125.1% | $4,323+142.0% | $6,691+56.3% |
| Admin fee / account holder | $285,972 | $8,424+3294.9% | $7,391+3769.4% | $13,402+2033.8% |