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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 | $16,731 | $168,626-90.1% | $133,698-87.5% | $145,897-88.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 16.26% | 1168.99%-1152.7pp | 580.90%-564.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,886 | $5,290-64.3% | $4,218-55.3% | $4,663-59.6% |
| Participant deferral / active EE | $3,322 | $8,688-61.8% | $7,016-52.7% | $6,689-50.3% |
| Admin fee / account holder | $195,106 | $9,638+1924.4% | $6,703+2810.8% | $13,390+1357.1% |