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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 | $2,425 | $88,710-97.3% | $81,783-97.0% | $145,959-98.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 22.55% | 1027.26%-1004.7pp | 775.05%-752.5pp | 561.95%-539.4pp |
| Employer contribution / active EE | $43,928 | $3,083+1324.7% | $2,913+1408.2% | $4,661+842.5% |
| Participant deferral / active EE | $52,884 | $4,645+1038.6% | $4,320+1124.1% | $6,689+690.7% |
| Admin fee / account holder | $276,117 | $8,407+3184.3% | $7,380+3641.5% | $13,398+1960.9% |