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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 | $644 | $76,522-99.2% | $56,033-98.9% | $145,884-99.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 6.87% | 3014.28%-3007.4pp | 1711.38%-1704.5pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,992 | $1,382+116.5% | $1,041+187.5% | $4,662-35.8% |
| Participant deferral / active EE | $2,972 | $2,624+13.3% | $1,954+52.1% | $6,690-55.6% |
| Admin fee / account holder | $131,136 | $3,328+3840.0% | $2,827+4538.6% | $13,392+879.2% |