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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 | $115 | $196,972-99.9% | $182,262-99.9% | $198,609-99.9% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 16.21% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,876 | $5,364-46.4% | $5,046-43.0% | $5,055-43.1% |
| Participant deferral / active EE | $4,285 | $8,643-50.4% | $8,276-48.2% | $6,977-38.6% |
| Admin fee / account holder | $200,262 | $18,429+986.7% | $16,712+1098.3% | $19,030+952.3% |