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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 | $1,200 | $88,754-98.6% | $81,820-98.5% | $145,877-99.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 50.13% | 1031.77%-981.6pp | 777.93%-727.8pp | 551.28%-501.2pp |
| Employer contribution / active EE | $5,852 | $3,085+89.7% | $2,915+100.8% | $4,663+25.5% |
| Participant deferral / active EE | $2,989 | $4,648-35.7% | $4,323-30.8% | $6,691-55.3% |
| Admin fee / account holder | $1,117,769 | $8,424+13169.5% | $7,391+15024.4% | $13,402+8240.2% |