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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 | $320 | $99,011-99.7% | $86,582-99.6% | $147,586-99.8% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 60.21% | 1312.75%-1252.5pp | 965.08%-904.9pp | 578.59%-518.4pp |
| Employer contribution / active EE | $1,813 | $3,132-42.1% | $2,839-36.2% | $4,876-62.8% |
| Participant deferral / active EE | $4,532 | $3,972+14.1% | $3,609+25.6% | $5,439-16.7% |
| Admin fee / account holder | $6,480 | $5,709+13.5% | $4,904+32.1% | $10,886-40.5% |