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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 | $720 | $88,702-99.2% | $81,780-99.1% | $145,978-99.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 17.92% | 1029.12%-1011.2pp | 776.27%-758.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $9,507 | $3,084+208.2% | $2,914+226.3% | $4,662+103.9% |
| Participant deferral / active EE | $9,903 | $4,645+113.2% | $4,321+129.2% | $6,690+48.0% |
| Admin fee / account holder | $566,317 | $8,414+6630.3% | $7,384+7569.7% | $13,400+4126.1% |