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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 | $4,166 | $108,685-96.2% | $74,719-94.4% | $152,885-97.3% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 16.63% | 114.09%-97.5pp | 753.05%-736.4pp | 345.39%-328.8pp |
| Employer contribution / active EE | $452 | $1,504-69.9% | $1,084-58.3% | $4,763-90.5% |
| Participant deferral / active EE | $4,522 | $2,712+66.8% | $1,963+130.3% | $5,851-22.7% |
| Admin fee / account holder | $222,517 | $4,905+4436.1% | $3,334+6573.4% | $11,598+1818.6% |