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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 | $88,710-98.6% | $81,783-98.5% | $145,959-99.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 50.13% | 1027.26%-977.1pp | 775.05%-724.9pp | 561.95%-511.8pp |
| Employer contribution / active EE | $5,852 | $3,083+89.8% | $2,913+100.9% | $4,661+25.6% |
| Participant deferral / active EE | $2,989 | $4,645-35.6% | $4,320-30.8% | $6,689-55.3% |
| Admin fee / account holder | $1,117,769 | $8,407+13195.3% | $7,380+15046.1% | $13,398+8242.9% |