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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 | $88,815-98.6% | $81,882-98.5% | $145,897-99.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 50.13% | 1033.75%-983.6pp | 779.47%-729.3pp | 552.29%-502.2pp |
| Employer contribution / active EE | $5,852 | $3,086+89.6% | $2,916+100.7% | $4,663+25.5% |
| Participant deferral / active EE | $2,989 | $4,647-35.7% | $4,323-30.9% | $6,689-55.3% |
| Admin fee / account holder | $1,117,769 | $8,434+13152.5% | $7,360+15087.9% | $13,390+8247.6% |