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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 | $21 | $88,754-100.0% | $81,820-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.38% | 1031.77%-1020.4pp | 777.93%-766.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $11,609 | $3,085+276.3% | $2,915+298.2% | $4,663+149.0% |
| Participant deferral / active EE | $44,459 | $4,648+856.6% | $4,323+928.5% | $6,691+564.5% |
| Admin fee / account holder | $186,964 | $8,424+2119.5% | $7,391+2429.8% | $13,402+1295.0% |