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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 | $7,835 | $99,031-92.1% | $86,597-91.0% | $147,585-94.7% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 40.36% | 1312.56%-1272.2pp | 964.96%-924.6pp | 578.57%-538.2pp |
| Employer contribution / active EE | $1,384 | $3,132-55.8% | $2,840-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $3,255 | $3,972-18.1% | $3,609-9.8% | $5,439-40.2% |
| Admin fee / account holder | $839 | $5,711-85.3% | $4,906-82.9% | $10,885-92.3% |