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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 | $88,702-98.6% | $81,780-98.5% | $145,978-99.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 50.13% | 1029.12%-979.0pp | 776.27%-726.1pp | 550.52%-500.4pp |
| Employer contribution / active EE | $5,852 | $3,084+89.7% | $2,914+100.8% | $4,662+25.5% |
| Participant deferral / active EE | $2,989 | $4,645-35.6% | $4,321-30.8% | $6,690-55.3% |
| Admin fee / account holder | $1,117,769 | $8,414+13184.0% | $7,384+15038.0% | $13,400+8241.4% |