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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 | $88,778-100.0% | $81,844-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.38% | 1033.03%-1021.6pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $11,609 | $3,087+276.1% | $2,916+298.1% | $4,662+149.0% |
| Participant deferral / active EE | $44,459 | $4,648+856.5% | $4,323+928.3% | $6,690+564.6% |
| Admin fee / account holder | $186,964 | $8,430+2117.8% | $7,355+2441.8% | $13,392+1296.1% |