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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 | $252 | $289,211-99.9% | $260,467-99.9% | $198,609-99.9% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 10.25% | 112.90%-102.7pp | 100.60%-90.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,473 | $4,663-68.4% | $4,239-65.3% | $5,055-70.9% |
| Participant deferral / active EE | $2,303 | $6,812-66.2% | $6,319-63.6% | $6,977-67.0% |
| Admin fee / account holder | $79,712 | $16,236+391.0% | $15,461+415.6% | $19,030+318.9% |