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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 | $88,702-97.3% | $81,780-97.0% | $145,978-98.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 22.55% | 1029.12%-1006.6pp | 776.27%-753.7pp | 550.52%-528.0pp |
| Employer contribution / active EE | $43,928 | $3,084+1324.2% | $2,914+1407.5% | $4,662+842.3% |
| Participant deferral / active EE | $52,884 | $4,645+1038.5% | $4,321+1124.0% | $6,690+690.5% |
| Admin fee / account holder | $276,117 | $8,414+3181.5% | $7,384+3639.5% | $13,400+1960.5% |