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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 | $88,710-99.7% | $81,783-99.7% | $145,959-99.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.53% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $7,338 | $3,083+138.0% | $2,913+151.9% | $4,661+57.4% |
| Participant deferral / active EE | $10,460 | $4,645+125.2% | $4,320+142.1% | $6,689+56.4% |
| Admin fee / account holder | $285,972 | $8,407+3301.5% | $7,380+3775.0% | $13,398+2034.5% |