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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 | $22,408 | $150,447-85.1% | $136,298-83.6% | $147,586-84.8% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,127 | $5,256+54.6% | $4,696+73.1% | $4,876+66.7% |
| Participant deferral / active EE | $14,222 | $6,631+114.5% | $6,247+127.7% | $5,439+161.5% |
| Admin fee / account holder | $1,000 | $10,906-90.8% | $9,244-89.2% | $10,886-90.8% |