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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 | $179 | $166,268-99.9% | $165,100-99.9% | $145,897-99.9% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 9.35% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-542.9pp |
| Employer contribution / active EE | $9,642 | $5,284+82.5% | $4,348+121.7% | $4,663+106.8% |
| Participant deferral / active EE | $13,083 | $6,964+87.9% | $6,035+116.8% | $6,689+95.6% |
| Admin fee / account holder | $94,416 | $16,659+466.7% | $12,696+643.7% | $13,390+605.1% |